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
51
$1.55M 0.4%
53,388
+3,498
52
$1.53M 0.4%
32,765
+2,010
53
$1.49M 0.38%
29,205
+409
54
$1.48M 0.38%
17,348
+479
55
$1.46M 0.38%
68,166
+19,237
56
$1.33M 0.34%
19,479
+10,377
57
$1.21M 0.31%
3,739
+354
58
$1.16M 0.3%
18,387
+1,768
59
$1.14M 0.29%
7,875
+1,886
60
$1.14M 0.29%
21,511
+2,695
61
$1.13M 0.29%
21,889
+8,983
62
$1.12M 0.29%
6,969
+1,289
63
$1.12M 0.29%
17,449
+4,140
64
$1.12M 0.29%
19,063
+247
65
$1.12M 0.29%
45,639
+26,323
66
$1.12M 0.29%
21,486
+9,675
67
$1.11M 0.29%
7,162
+1,380
68
$1.1M 0.28%
22,750
+2,890
69
$1.06M 0.27%
22,543
+8,099
70
$1.05M 0.27%
7,305
+922
71
$1.03M 0.27%
5,904
+30
72
$1.03M 0.27%
26,345
+4,660
73
$980K 0.25%
2,597
+12
74
$978K 0.25%
11,426
+1,008
75
$971K 0.25%
20,219
-1,594
1 2
3
4 5