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
326
$106K 0.03%
+4,043
327
$105K 0.03%
2,274
+1,488
328
$104K 0.03%
3,653
+3,296
329
$104K 0.03%
4,093
+2,555
330
$102K 0.03%
2,783
-1,885
331
$102K 0.03%
721
+538
332
$102K 0.03%
2,133
+1,202
333
$102K 0.03%
3,592
-1,537
334
$102K 0.03%
1,872
-32
335
$102K 0.03%
1,144
+1
336
$102K 0.03%
2,068
-9,900
337
$101K 0.03%
438
-9
338
$100K 0.03%
1,110
+14
339
$98K 0.02%
764
+11
340
$96K 0.02%
1,692
+187
341
$95K 0.02%
1,050
-110
342
$95K 0.02%
1,361
+93
343
$95K 0.02%
1,146
+98
344
$95K 0.02%
1,332
-683
345
$93K 0.02%
2,066
+1,941
346
$92K 0.02%
2,004
+1,493
347
$92K 0.02%
5,183
-321
348
$92K 0.02%
879
+274
349
$91K 0.02%
537
+498
350
$90K 0.02%
672
+552
12 13
14
15 16