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
376
$100K 0.03%
1,644
+568
377
$99K 0.03%
2,430
+1,722
378
$99K 0.03%
2,240
379
$98K 0.03%
2,259
+2,036
380
$98K 0.03%
2,290
+740
381
$97K 0.03%
756
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382
$96K 0.02%
1,622
+1,187
383
$96K 0.02%
626
-185
384
$96K 0.02%
3,568
+2,118
385
$95K 0.02%
640
+527
386
$95K 0.02%
3,800
-182
387
$94K 0.02%
536
+286
388
$94K 0.02%
315
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389
$94K 0.02%
4,037
-505
390
$94K 0.02%
3,020
+2,550
391
$93K 0.02%
2,665
+1,410
392
$93K 0.02%
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393
$92K 0.02%
+4,291
394
$92K 0.02%
171
+64
395
$91K 0.02%
1,110
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396
$91K 0.02%
1,297
+77
397
$91K 0.02%
501
-258
398
$91K 0.02%
+1,417
399
$91K 0.02%
+2,315
400
$91K 0.02%
1,890
+12
14 15
16
17 18