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
501
$70K 0.02%
1,524
+1,058
502
$70K 0.02%
2,395
+1,994
503
$69K 0.02%
763
+517
504
$69K 0.02%
1,032
505
$69K 0.02%
370
+259
506
$69K 0.02%
+1,823
507
$69K 0.02%
511
+6
508
$68K 0.02%
16,080
+14,770
509
$68K 0.02%
1,331
+4
510
$68K 0.02%
816
511
$68K 0.02%
581
-116
512
$68K 0.02%
1,992
+1,550
513
$67K 0.02%
1,682
+1,510
514
$67K 0.02%
+1,077
515
$67K 0.02%
+3,011
516
$67K 0.02%
1,848
+1,600
517
$67K 0.02%
2,214
+1,920
518
$67K 0.02%
13,259
+11,947
519
$66K 0.02%
+941
520
$66K 0.02%
2,090
+1,409
521
$66K 0.02%
460
+47
522
$66K 0.02%
637
+437
523
$66K 0.02%
+2,081
524
$65K 0.02%
+590
525
$65K 0.02%
+1,027
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