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
451
$78K 0.02%
910
+137
452
$78K 0.02%
715
+5
453
$78K 0.02%
+1,047
454
$78K 0.02%
729
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455
$78K 0.02%
2,260
+1,854
456
$77K 0.02%
+991
457
$77K 0.02%
370
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458
$77K 0.02%
216
+170
459
$77K 0.02%
546
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460
$77K 0.02%
1,540
+446
461
$76K 0.02%
536
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462
$76K 0.02%
1,117
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463
$76K 0.02%
252
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464
$75K 0.02%
+806
465
$75K 0.02%
+1,029
466
$75K 0.02%
4,663
+4,075
467
$75K 0.02%
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468
$74K 0.02%
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469
$74K 0.02%
1,209
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470
$74K 0.02%
549
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471
$74K 0.02%
306
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472
$74K 0.02%
754
+698
473
$74K 0.02%
7,525
+7,230
474
$74K 0.02%
1,278
+1,213
475
$74K 0.02%
+897
17 18
19
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