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
676
$40K 0.01%
442
+2
677
$39K 0.01%
+1,607
678
$39K 0.01%
200
+58
679
$38K 0.01%
427
+207
680
$38K 0.01%
467
-145
681
$38K 0.01%
322
+218
682
$38K 0.01%
577
-82
683
$38K 0.01%
515
+105
684
$38K 0.01%
448
+63
685
$37K 0.01%
560
-34
686
$36K 0.01%
572
687
$36K 0.01%
732
+177
688
$36K 0.01%
1,495
+1,490
689
$35K 0.01%
1,579
+10
690
$35K 0.01%
+296
691
$35K 0.01%
624
-88
692
$35K 0.01%
490
-77
693
$35K 0.01%
1,249
+951
694
$34K 0.01%
515
+13
695
$34K 0.01%
698
+358
696
$34K 0.01%
1,576
-641
697
$34K 0.01%
1,123
698
$33K 0.01%
400
699
$33K 0.01%
905
700
$33K 0.01%
472
+91
26 27
28
29 30