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
401
$75K 0.02%
690
+92
402
$75K 0.02%
773
+22
403
$75K 0.02%
1,114
+495
404
$75K 0.02%
3,830
405
$72K 0.02%
924
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406
$72K 0.02%
2,510
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407
$71K 0.02%
152
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408
$70K 0.02%
657
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$70K 0.02%
107
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410
$69K 0.02%
1,196
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411
$69K 0.02%
2,292
412
$68K 0.02%
260
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413
$68K 0.02%
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414
$68K 0.02%
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415
$68K 0.02%
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416
$68K 0.02%
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418
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421
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1,390
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422
$65K 0.02%
+632
423
$65K 0.02%
2,217
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424
$65K 0.02%
342
+137
425
$64K 0.02%
335
+61
15 16
17
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