EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.71B
1-Year Est. Return 23.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.05%
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
1,970
New
Increased
Reduced
Closed

Top Buys

1
+$6.27M
2
+$3.92M
3
+$3.53M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.37M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.14M

Top Sells

1
+$5.14M
2
+$1.08M
3
+$934K
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$694K
5
CDW icon
CDW
CDW
+$677K

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
426
$84K 0.02%
952
+288
427
$84K 0.02%
3,923
+3,660
428
$83K 0.02%
737
+670
429
$83K 0.02%
1,808
+1,271
430
$83K 0.02%
1,092
+840
431
$83K 0.02%
+3,279
432
$83K 0.02%
16,044
+14,155
433
$83K 0.02%
+383
434
$82K 0.02%
912
-165
435
$81K 0.02%
294
436
$81K 0.02%
1,506
+1,161
437
$81K 0.02%
2,783
438
$81K 0.02%
2,695
+302
439
$81K 0.02%
1,211
+37
440
$81K 0.02%
3,350
+222
441
$80K 0.02%
935
+647
442
$80K 0.02%
2,005
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443
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566
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$80K 0.02%
2,305
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445
$80K 0.02%
1,050
446
$80K 0.02%
861
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447
$80K 0.02%
1,043
448
$80K 0.02%
756
-8
449
$79K 0.02%
963
450
$78K 0.02%
2,210
+144
16 17
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