EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.53B
1-Year Est. Return 23.79%
This Quarter Est. Return
1 Year Est. Return
+23.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$394M
AUM Growth
+$37.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,935
New
Increased
Reduced
Closed

Top Buys

1
+$6M
2
+$2.8M
3
+$2.04M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$2M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.83M

Top Sells

1
+$4.4M
2
+$1.91M
3
+$1.54M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$1.17M
5
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$778K

Sector Composition

1 Technology 13.74%
2 Financials 6.04%
3 Industrials 4.36%
4 Healthcare 4.26%
5 Consumer Discretionary 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$159K 0.04%
759
-11
277
$158K 0.04%
2,976
+298
278
$156K 0.04%
287
+213
279
$156K 0.04%
1,027
+7
280
$154K 0.04%
1,984
+137
281
$152K 0.04%
1,058
+852
282
$148K 0.04%
1,696
+980
283
$148K 0.04%
439
+306
284
$147K 0.04%
2,436
+1,746
285
$147K 0.04%
5,680
286
$144K 0.04%
2,491
-995
287
$144K 0.04%
2,674
+1,634
288
$142K 0.04%
1,685
+506
289
$141K 0.04%
2,434
+171
290
$141K 0.04%
2,186
+1,032
291
$140K 0.04%
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292
$140K 0.04%
617
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293
$140K 0.04%
2,355
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294
$137K 0.03%
1,968
+1,918
295
$133K 0.03%
1,804
-1,795
296
$132K 0.03%
2,451
-245
297
$130K 0.03%
540
+78
298
$130K 0.03%
864
+633
299
$130K 0.03%
2,500
+1,039
300
$128K 0.03%
811
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10 11
12
13 14