EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.71B
1-Year Est. Return 23.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$388M
AUM Growth
-$6.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,970
New
Increased
Reduced
Closed

Top Buys

1
+$6.27M
2
+$3.92M
3
+$3.53M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.37M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.14M

Top Sells

1
+$5.14M
2
+$1.08M
3
+$934K
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$694K
5
CDW icon
CDW
CDW
+$677K

Sector Composition

1 Technology 13.19%
2 Financials 6.25%
3 Industrials 5.44%
4 Healthcare 5.1%
5 Consumer Discretionary 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$172K 0.04%
289
+122
277
$172K 0.04%
3,281
+1,922
278
$171K 0.04%
2,504
-363
279
$170K 0.04%
5,394
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280
$170K 0.04%
1,749
-1,225
281
$170K 0.04%
15,650
282
$169K 0.04%
4,413
-2,088
283
$169K 0.04%
2,355
284
$167K 0.04%
6,256
285
$164K 0.04%
7,178
+66
286
$162K 0.04%
2,322
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287
$162K 0.04%
5,804
-3,024
288
$161K 0.04%
1,875
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289
$157K 0.04%
3,487
+1,354
290
$157K 0.04%
4,974
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291
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$154K 0.04%
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293
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3,550
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294
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2,917
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295
$151K 0.04%
4,069
-1,113
296
$151K 0.04%
2,437
+741
297
$150K 0.04%
443
-35
298
$150K 0.04%
743
+201
299
$149K 0.04%
1,312
+552
300
$148K 0.04%
904
+285
10 11
12
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