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
751
$18K ﹤0.01%
187
+43
752
$18K ﹤0.01%
386
753
$18K ﹤0.01%
126
754
$18K ﹤0.01%
241
755
$18K ﹤0.01%
244
-69
756
$17K ﹤0.01%
868
+88
757
$17K ﹤0.01%
269
758
$17K ﹤0.01%
196
-136
759
$17K ﹤0.01%
290
+258
760
$17K ﹤0.01%
341
+303
761
$17K ﹤0.01%
211
762
$17K ﹤0.01%
105
+37
763
$17K ﹤0.01%
219
-17
764
$17K ﹤0.01%
430
765
$17K ﹤0.01%
87
+7
766
$17K ﹤0.01%
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767
$17K ﹤0.01%
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768
$17K ﹤0.01%
110
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769
$17K ﹤0.01%
436
770
$17K ﹤0.01%
100
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771
$17K ﹤0.01%
199
-12
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$17K ﹤0.01%
524
773
$17K ﹤0.01%
90
774
$17K ﹤0.01%
96
+2
775
$17K ﹤0.01%
460
29 30
31
32 33