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
301
$127K 0.03%
511
-228
302
$125K 0.03%
+3,635
303
$124K 0.03%
6,156
-61
304
$124K 0.03%
300
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$121K 0.03%
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306
$120K 0.03%
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307
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308
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309
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$118K 0.03%
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311
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312
$116K 0.03%
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313
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2,240
314
$114K 0.03%
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315
$114K 0.03%
3,450
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$113K 0.03%
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$108K 0.03%
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-42
323
$107K 0.03%
1,422
+1,152
324
$107K 0.03%
294
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325
$107K 0.03%
3,128
+2,485
11 12
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