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
401
$91K 0.02%
+1,551
402
$91K 0.02%
3,284
+1,527
403
$91K 0.02%
6,490
+5,070
404
$90K 0.02%
1,762
-46
405
$90K 0.02%
+2,322
406
$90K 0.02%
4,093
407
$90K 0.02%
4,043
408
$90K 0.02%
1,810
+1,735
409
$89K 0.02%
1,338
+1,179
410
$89K 0.02%
+2,134
411
$89K 0.02%
7,240
+6,668
412
$89K 0.02%
3,139
+2,938
413
$88K 0.02%
584
+486
414
$88K 0.02%
+3,535
415
$88K 0.02%
1,067
+593
416
$88K 0.02%
1,100
+877
417
$88K 0.02%
+1,305
418
$88K 0.02%
1,960
+1,687
419
$86K 0.02%
1,329
+848
420
$86K 0.02%
1,650
+167
421
$85K 0.02%
+1,162
422
$85K 0.02%
806
+421
423
$85K 0.02%
2,896
+1,423
424
$85K 0.02%
1,637
+1,114
425
$84K 0.02%
16,331
+11,339
15 16
17
18 19