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
$388M
AUM Growth
-$6.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,971
New
Increased
Reduced
Closed

Top Buys

1
+$6.22M
2
+$3.73M
3
+$3.56M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.29M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.05M

Top Sells

1
+$5.12M
2
+$1.01M
3
+$933K
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$694K
5
CDW icon
CDW
CDW
+$634K

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
301
$148K 0.04%
2,209
+787
302
$147K 0.04%
1,314
+450
303
$147K 0.04%
1,908
-944
304
$146K 0.04%
2,785
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305
$144K 0.04%
7,501
+4,454
306
$142K 0.04%
1,177
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307
$142K 0.04%
4,555
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308
$141K 0.04%
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+4,058
309
$141K 0.04%
4,908
-116
310
$138K 0.04%
5,680
311
$138K 0.04%
867
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312
$136K 0.04%
458
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313
$136K 0.04%
1,000
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314
$133K 0.03%
1,237
-56
315
$131K 0.03%
1,732
+618
316
$131K 0.03%
2,501
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317
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646
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318
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2,325
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319
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4,314
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320
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578
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321
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1,890
322
$127K 0.03%
+3,739
323
$127K 0.03%
4,715
-1,042
324
$126K 0.03%
1,651
+903
325
$125K 0.03%
2,302
-132
11 12
13
14 15