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
376
$82K 0.02%
2,854
+2,050
377
$82K 0.02%
2,000
+703
378
$81K 0.02%
1,226
-205
379
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1,810
380
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540
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381
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382
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7,102
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383
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963
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697
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385
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386
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4,653
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387
$78K 0.02%
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1,045
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391
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608
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607
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620
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399
$76K 0.02%
413
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400
$76K 0.02%
3,008
+808
14 15
16
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