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
$388M
AUM Growth
-$6.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,971
New
Increased
Reduced
Closed

Top Buys

1
+$6.22M
2
+$3.73M
3
+$3.56M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.29M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.05M

Top Sells

1
+$5.12M
2
+$1.01M
3
+$933K
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$694K
5
CDW icon
CDW
CDW
+$634K

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
851
$18K ﹤0.01%
318
852
$18K ﹤0.01%
96
+26
853
$18K ﹤0.01%
141
854
$18K ﹤0.01%
908
855
$18K ﹤0.01%
540
+7
856
$18K ﹤0.01%
133
857
$18K ﹤0.01%
252
+206
858
$18K ﹤0.01%
1,246
+1,076
859
$18K ﹤0.01%
334
-1
860
$18K ﹤0.01%
916
+12
861
$18K ﹤0.01%
500
862
$18K ﹤0.01%
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863
$18K ﹤0.01%
490
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864
$17K ﹤0.01%
102
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865
$17K ﹤0.01%
495
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$17K ﹤0.01%
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250
870
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500
871
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872
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471
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873
$17K ﹤0.01%
940
-1,076
874
$17K ﹤0.01%
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875
$17K ﹤0.01%
436
33 34
35
36 37