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
826
$15K ﹤0.01%
120
-17
827
$15K ﹤0.01%
110
-27
828
$15K ﹤0.01%
233
+122
829
$15K ﹤0.01%
128
-66
830
$14K ﹤0.01%
176
+14
831
$14K ﹤0.01%
327
832
$14K ﹤0.01%
174
+7
833
$14K ﹤0.01%
384
834
$14K ﹤0.01%
104
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835
$14K ﹤0.01%
588
+86
836
$14K ﹤0.01%
442
-7
837
$14K ﹤0.01%
364
838
$14K ﹤0.01%
66
+2
839
$14K ﹤0.01%
129
-22
840
$14K ﹤0.01%
273
841
$14K ﹤0.01%
427
+406
842
$14K ﹤0.01%
1,815
+1,164
843
$14K ﹤0.01%
931
844
$14K ﹤0.01%
101
845
$14K ﹤0.01%
276
846
$14K ﹤0.01%
421
847
$14K ﹤0.01%
83
+15
848
$14K ﹤0.01%
223
849
$14K ﹤0.01%
308
+101
850
$14K ﹤0.01%
+662
32 33
34
35 36