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
426
$64K 0.02%
283
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427
$64K 0.02%
1,076
+27
428
$64K 0.02%
396
-19
429
$62K 0.02%
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430
$61K 0.02%
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431
$61K 0.02%
1,757
+1,663
432
$60K 0.02%
+1,390
433
$60K 0.02%
612
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434
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1,655
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435
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2,146
-615
436
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459
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437
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775
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438
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454
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$59K 0.02%
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440
$59K 0.02%
553
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441
$59K 0.02%
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+1,703
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$59K 0.02%
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239
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446
$57K 0.01%
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447
$57K 0.01%
539
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448
$57K 0.01%
230
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449
$56K 0.01%
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-13
450
$56K 0.01%
137
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16 17
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