EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.71B
1-Year Est. Return 23.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.05%
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
1,970
New
Increased
Reduced
Closed

Top Buys

1
+$6.27M
2
+$3.92M
3
+$3.53M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.37M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.14M

Top Sells

1
+$5.14M
2
+$1.08M
3
+$934K
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$694K
5
CDW icon
CDW
CDW
+$677K

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%
96
+26
852
$18K ﹤0.01%
141
853
$18K ﹤0.01%
1,246
+1,076
854
$18K ﹤0.01%
334
-1
855
$18K ﹤0.01%
916
+12
856
$18K ﹤0.01%
500
857
$18K ﹤0.01%
1,121
858
$18K ﹤0.01%
490
+52
859
$18K ﹤0.01%
908
860
$18K ﹤0.01%
540
+7
861
$18K ﹤0.01%
255
+79
862
$18K ﹤0.01%
133
863
$18K ﹤0.01%
252
+206
864
$17K ﹤0.01%
102
+32
865
$17K ﹤0.01%
495
+97
866
$17K ﹤0.01%
2,109
867
$17K ﹤0.01%
500
868
$17K ﹤0.01%
334
869
$17K ﹤0.01%
897
-232
870
$17K ﹤0.01%
522
871
$17K ﹤0.01%
475
+93
872
$17K ﹤0.01%
58
-15
873
$17K ﹤0.01%
250
874
$17K ﹤0.01%
452
875
$17K ﹤0.01%
471
+320
33 34
35
36 37