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
751
$27K 0.01%
3,697
-1,135
752
$27K 0.01%
447
+412
753
$27K 0.01%
259
754
$27K 0.01%
667
+598
755
$27K 0.01%
339
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756
$27K 0.01%
820
757
$27K 0.01%
455
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758
$26K 0.01%
221
759
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40
760
$26K 0.01%
806
-20
761
$26K 0.01%
724
762
$26K 0.01%
476
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763
$26K 0.01%
690
764
$26K 0.01%
316
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765
$26K 0.01%
4,254
766
$26K 0.01%
427
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767
$26K 0.01%
717
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$25K 0.01%
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769
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572
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773
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685
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774
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775
$25K 0.01%
1,111
29 30
31
32 33