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
651
$45K 0.01%
118
-17
652
$45K 0.01%
+4,832
653
$44K 0.01%
969
-1,522
654
$44K 0.01%
464
+192
655
$44K 0.01%
+1,483
656
$43K 0.01%
774
-130
657
$43K 0.01%
1,610
-1,982
658
$43K 0.01%
199
-208
659
$43K 0.01%
510
-29
660
$43K 0.01%
+906
661
$42K 0.01%
1,354
+338
662
$42K 0.01%
456
-64
663
$42K 0.01%
1,403
+560
664
$42K 0.01%
532
+1
665
$42K 0.01%
335
666
$42K 0.01%
838
667
$42K 0.01%
816
-86
668
$42K 0.01%
+3,142
669
$41K 0.01%
641
+46
670
$41K 0.01%
359
+127
671
$41K 0.01%
864
-168
672
$41K 0.01%
280
+212
673
$41K 0.01%
399
+2
674
$41K 0.01%
+180
675
$40K 0.01%
442
+2
25 26
27
28 29