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
326
$125K 0.03%
1,061
-477
327
$125K 0.03%
1,237
+488
328
$124K 0.03%
2,765
+1,073
329
$124K 0.03%
1,653
+509
330
$123K 0.03%
+1,654
331
$122K 0.03%
1,166
+544
332
$122K 0.03%
1,946
+142
333
$121K 0.03%
3,410
+1,136
334
$120K 0.03%
4,556
+4,547
335
$120K 0.03%
1,708
+288
336
$120K 0.03%
425
+268
337
$118K 0.03%
2,889
-1,673
338
$118K 0.03%
5,317
-9,492
339
$117K 0.03%
1,068
+396
340
$117K 0.03%
2,465
+1,269
341
$117K 0.03%
6,730
+2,190
342
$115K 0.03%
1,653
+507
343
$114K 0.03%
734
+626
344
$113K 0.03%
1,405
+1,186
345
$113K 0.03%
2,074
+202
346
$113K 0.03%
4,234
+3,346
347
$113K 0.03%
1,139
+83
348
$112K 0.03%
375
+75
349
$111K 0.03%
3,137
+1,133
350
$111K 0.03%
3,762
+312
12 13
14
15 16