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
501
$70K 0.02%
2,395
+1,994
502
$70K 0.02%
+1,292
503
$69K 0.02%
763
+517
504
$69K 0.02%
1,032
505
$69K 0.02%
511
+6
506
$69K 0.02%
370
+259
507
$69K 0.02%
+1,823
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%
1,848
+1,600
516
$67K 0.02%
+3,011
517
$67K 0.02%
2,214
+1,920
518
$67K 0.02%
13,259
+11,947
519
$66K 0.02%
+2,081
520
$66K 0.02%
+941
521
$66K 0.02%
2,090
+1,409
522
$66K 0.02%
460
+47
523
$66K 0.02%
637
+437
524
$65K 0.02%
+590
525
$65K 0.02%
+1,027
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