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
351
$109K 0.03%
2,583
+2,417
352
$109K 0.03%
1,466
+963
353
$109K 0.03%
4,551
+4,186
354
$107K 0.03%
1,476
+1,335
355
$107K 0.03%
2,869
+1,882
356
$106K 0.03%
1,502
+913
357
$106K 0.03%
1,869
+1,603
358
$106K 0.03%
872
+382
359
$106K 0.03%
1,010
+402
360
$106K 0.03%
2,557
+106
361
$106K 0.03%
1,737
+1,477
362
$105K 0.03%
667
-4,029
363
$105K 0.03%
1,499
+253
364
$105K 0.03%
919
+789
365
$104K 0.03%
832
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366
$104K 0.03%
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367
$103K 0.03%
1,114
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368
$103K 0.03%
2,489
-11
369
$103K 0.03%
745
+334
370
$102K 0.03%
637
+100
371
$102K 0.03%
716
+496
372
$101K 0.03%
1,759
+1,043
373
$101K 0.03%
2,444
+1,439
374
$100K 0.03%
777
+56
375
$100K 0.03%
1,429
+497
13 14
15
16 17