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
851
$14K ﹤0.01%
+3,214
852
$14K ﹤0.01%
345
+230
853
$14K ﹤0.01%
92
+12
854
$14K ﹤0.01%
364
-95
855
$14K ﹤0.01%
199
-191
856
$14K ﹤0.01%
432
857
$14K ﹤0.01%
217
858
$14K ﹤0.01%
157
859
$14K ﹤0.01%
92
+6
860
$14K ﹤0.01%
249
+224
861
$14K ﹤0.01%
707
+278
862
$14K ﹤0.01%
406
+143
863
$14K ﹤0.01%
198
864
$13K ﹤0.01%
270
865
$13K ﹤0.01%
243
+205
866
$13K ﹤0.01%
209
867
$13K ﹤0.01%
613
868
$13K ﹤0.01%
157
869
$13K ﹤0.01%
947
+103
870
$13K ﹤0.01%
174
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871
$13K ﹤0.01%
157
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872
$13K ﹤0.01%
82
+20
873
$13K ﹤0.01%
295
-1,503
874
$13K ﹤0.01%
202
875
$13K ﹤0.01%
142
33 34
35
36 37