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
476
$74K 0.02%
427
+85
477
$73K 0.02%
425
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$73K 0.02%
1,240
+894
479
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482
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1,507
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483
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924
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484
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920
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485
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254
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486
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127
487
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900
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488
$72K 0.02%
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489
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491
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497
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498
$71K 0.02%
+380
499
$70K 0.02%
1,508
+118
500
$70K 0.02%
1,524
+1,058
18 19
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