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
26
$3.18M 0.82%
24,111
+5,533
27
$3.04M 0.78%
46,719
+475
28
$2.82M 0.73%
97,685
+302
29
$2.75M 0.71%
18,334
-109
30
$2.71M 0.7%
34,378
-250
31
$2.65M 0.68%
24,320
+3,700
32
$2.48M 0.64%
37,492
+9,631
33
$2.37M 0.61%
6,247
+953
34
$2.19M 0.57%
51,139
+2,025
35
$2.19M 0.56%
80,498
+19,137
36
$2.15M 0.56%
19,700
+4,220
37
$2.09M 0.54%
48,139
+7,264
38
$2.05M 0.53%
26,640
+5,787
39
$1.97M 0.51%
17,473
+1,839
40
$1.92M 0.5%
39,533
-105,320
41
$1.86M 0.48%
29,777
-531
42
$1.84M 0.48%
21,966
+2,521
43
$1.84M 0.47%
3,587
+1,030
44
$1.8M 0.46%
9,146
+1,477
45
$1.73M 0.45%
9,736
+1,636
46
$1.69M 0.44%
28,782
-3,211
47
$1.69M 0.44%
34,096
+889
48
$1.68M 0.43%
41,767
-1,649
49
$1.62M 0.42%
5,895
-8
50
$1.58M 0.41%
61,406
-13,576
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