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
501
$41K 0.01%
474
-384
502
$41K 0.01%
1,255
-75
503
$41K 0.01%
157
-5
504
$41K 0.01%
567
+239
505
$40K 0.01%
+716
506
$40K 0.01%
302
507
$40K 0.01%
905
508
$40K 0.01%
385
+25
509
$39K 0.01%
523
+440
510
$39K 0.01%
1,123
+524
511
$38K 0.01%
1,341
+86
512
$38K 0.01%
410
-260
513
$38K 0.01%
818
514
$38K 0.01%
500
-100
515
$38K 0.01%
1,540
+500
516
$38K 0.01%
790
-623
517
$37K 0.01%
579
518
$37K 0.01%
+592
519
$37K 0.01%
465
+417
520
$37K 0.01%
1,569
+14
521
$37K 0.01%
527
-11
522
$37K 0.01%
10,000
523
$36K 0.01%
4,211
+3,531
524
$36K 0.01%
591
+15
525
$36K 0.01%
339
+25
19 20
21
22 23