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
476
$74K 0.02%
1,278
+1,213
477
$73K 0.02%
7,302
+200
478
$73K 0.02%
505
+395
479
$73K 0.02%
642
+183
480
$73K 0.02%
1,507
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481
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924
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482
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425
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483
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1,240
+894
484
$72K 0.02%
920
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485
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127
486
$72K 0.02%
2,025
+25
487
$72K 0.02%
2,988
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488
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+7,078
489
$72K 0.02%
254
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490
$72K 0.02%
900
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491
$71K 0.02%
735
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494
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495
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496
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497
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1,225
-1
498
$71K 0.02%
+380
499
$70K 0.02%
+1,292
500
$70K 0.02%
1,508
+118
18 19
20
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