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
626
$50K 0.01%
300
+17
627
$50K 0.01%
+947
628
$50K 0.01%
+723
629
$50K 0.01%
1,577
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630
$50K 0.01%
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631
$50K 0.01%
+1,279
632
$50K 0.01%
+1,390
633
$50K 0.01%
431
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634
$50K 0.01%
+6,965
635
$49K 0.01%
+1,724
636
$49K 0.01%
+1,066
637
$49K 0.01%
+634
638
$49K 0.01%
1,982
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639
$49K 0.01%
712
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640
$48K 0.01%
230
641
$47K 0.01%
+5,212
642
$47K 0.01%
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643
$47K 0.01%
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644
$47K 0.01%
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646
$46K 0.01%
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647
$46K 0.01%
431
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648
$46K 0.01%
4,783
649
$46K 0.01%
+604
650
$46K 0.01%
+2,398
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