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
776
$17K ﹤0.01%
124
777
$17K ﹤0.01%
438
+187
778
$16K ﹤0.01%
482
-297
779
$16K ﹤0.01%
63
-9
780
$16K ﹤0.01%
260
+171
781
$16K ﹤0.01%
344
+113
782
$16K ﹤0.01%
250
783
$16K ﹤0.01%
38
+18
784
$16K ﹤0.01%
305
785
$16K ﹤0.01%
398
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786
$16K ﹤0.01%
657
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787
$16K ﹤0.01%
404
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788
$16K ﹤0.01%
98
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789
$16K ﹤0.01%
65
+10
790
$16K ﹤0.01%
343
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$16K ﹤0.01%
72
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$16K ﹤0.01%
118
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793
$16K ﹤0.01%
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$16K ﹤0.01%
436
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795
$16K ﹤0.01%
644
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796
$16K ﹤0.01%
4,152
797
$16K ﹤0.01%
658
+58
798
$16K ﹤0.01%
196
799
$16K ﹤0.01%
173
+7
800
$16K ﹤0.01%
140
30 31
32
33 34