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
26
$3.26M 0.83%
97,383
+4,543
27
$3.24M 0.82%
18,443
-91
28
$2.87M 0.73%
20,620
+4,620
29
$2.75M 0.7%
18,578
+2,430
30
$2.73M 0.69%
21,274
+2,331
31
$2.4M 0.61%
5,294
+1,739
32
$2.23M 0.57%
30,308
+907
33
$2.23M 0.56%
49,114
+1,774
34
$2.16M 0.55%
15,480
+1,820
35
$2.13M 0.54%
15,634
+2,155
36
$2.05M 0.52%
40,875
-3,298
37
$2.02M 0.51%
43,416
-4,354
38
$2M 0.51%
27,861
+10,956
39
$2M 0.51%
+74,982
40
$1.97M 0.5%
19,445
+979
41
$1.95M 0.49%
61,361
+12,005
42
$1.9M 0.48%
31,993
-1,307
43
$1.79M 0.46%
49,890
+31,701
44
$1.77M 0.45%
5,903
+1,229
45
$1.74M 0.44%
33,207
+1,868
46
$1.74M 0.44%
28,796
+1,628
47
$1.71M 0.43%
16,869
+1,326
48
$1.7M 0.43%
7,669
+2,392
49
$1.63M 0.41%
20,853
+1,185
50
$1.6M 0.41%
32,484
-15,808
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