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
451
$55K 0.01%
520
-68
452
$55K 0.01%
642
-117
453
$54K 0.01%
894
+181
454
$54K 0.01%
904
+433
455
$54K 0.01%
39
-5
456
$54K 0.01%
659
+530
457
$54K 0.01%
1,793
-513
458
$53K 0.01%
531
-3
459
$53K 0.01%
641
+56
460
$52K 0.01%
4,783
461
$52K 0.01%
743
-37
462
$52K 0.01%
712
-28
463
$51K 0.01%
+1,015
464
$51K 0.01%
1,889
-200
465
$51K 0.01%
506
-76
466
$50K 0.01%
2,016
+70
467
$50K 0.01%
500
468
$49K 0.01%
2,017
-99
469
$48K 0.01%
2,955
470
$48K 0.01%
1,042
-434
471
$48K 0.01%
4,832
472
$48K 0.01%
987
+134
473
$48K 0.01%
838
474
$48K 0.01%
+440
475
$48K 0.01%
600
-52
17 18
19
20 21