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
$394M
AUM Growth
+$37.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,935
New
Increased
Reduced
Closed

Top Buys

1
+$6M
2
+$2.8M
3
+$2.04M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$2M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.83M

Top Sells

1
+$4.4M
2
+$1.91M
3
+$1.54M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$1.17M
5
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$778K

Sector Composition

1 Technology 13.74%
2 Financials 6.04%
3 Industrials 4.36%
4 Healthcare 4.26%
5 Consumer Discretionary 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$19K ﹤0.01%
174
727
$19K ﹤0.01%
+133
728
$19K ﹤0.01%
108
-588
729
$19K ﹤0.01%
550
730
$19K ﹤0.01%
1,235
731
$19K ﹤0.01%
779
+342
732
$19K ﹤0.01%
33
-4
733
$18K ﹤0.01%
77
-12
734
$18K ﹤0.01%
1,000
-69
735
$18K ﹤0.01%
266
+81
736
$18K ﹤0.01%
365
+69
737
$18K ﹤0.01%
126
-14
738
$18K ﹤0.01%
178
-168
739
$18K ﹤0.01%
91
-42
740
$18K ﹤0.01%
340
+56
741
$18K ﹤0.01%
133
742
$18K ﹤0.01%
47
+9
743
$18K ﹤0.01%
1,189
744
$18K ﹤0.01%
87
-11
745
$18K ﹤0.01%
451
746
$18K ﹤0.01%
52
+19
747
$18K ﹤0.01%
522
748
$18K ﹤0.01%
121
+100
749
$18K ﹤0.01%
123
-58
750
$18K ﹤0.01%
126
+38
28 29
30
31 32