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
801
$16K ﹤0.01%
273
+73
802
$16K ﹤0.01%
189
803
$16K ﹤0.01%
270
804
$16K ﹤0.01%
1,111
-521
805
$15K ﹤0.01%
574
806
$15K ﹤0.01%
128
+38
807
$15K ﹤0.01%
322
808
$15K ﹤0.01%
162
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809
$15K ﹤0.01%
113
+10
810
$15K ﹤0.01%
70
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811
$15K ﹤0.01%
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-12
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$15K ﹤0.01%
208
813
$15K ﹤0.01%
265
814
$15K ﹤0.01%
151
815
$15K ﹤0.01%
318
816
$15K ﹤0.01%
417
817
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$15K ﹤0.01%
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819
$15K ﹤0.01%
649
820
$15K ﹤0.01%
401
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821
$15K ﹤0.01%
1,315
+5
822
$15K ﹤0.01%
157
823
$15K ﹤0.01%
250
824
$15K ﹤0.01%
210
-3
825
$15K ﹤0.01%
855
31 32
33
34 35