EWA
EverSource Wealth Advisors Portfolio holdings
AUM
$2.21B
1-Year Return
22.38%
This Quarter Return
+6.36%
1 Year Return
+22.38%
3 Year Return
+69.95%
5 Year Return
–
10 Year Return
–
AUM
$357M
AUM Growth
–
Cap. Flow
+$357M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
34.88%
Holding
1,787
New
1,782
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$19M |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$18.4M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
+$15.6M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$14M |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
+$12.4M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 12.98% |
| 2 | Financials | 5.06% |
| 3 | Consumer Discretionary | 3.91% |
| 4 | Industrials | 3.36% |
| 5 | Healthcare | 3.31% |
