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
876
$13K ﹤0.01%
421
877
$13K ﹤0.01%
520
878
$13K ﹤0.01%
412
-214
879
$13K ﹤0.01%
3
+2
880
$13K ﹤0.01%
480
881
$13K ﹤0.01%
148
+22
882
$13K ﹤0.01%
810
883
$13K ﹤0.01%
251
+106
884
$13K ﹤0.01%
+3,881
885
$13K ﹤0.01%
131
+34
886
$13K ﹤0.01%
300
887
$13K ﹤0.01%
490
888
$13K ﹤0.01%
323
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889
$13K ﹤0.01%
+187
890
$13K ﹤0.01%
481
891
$13K ﹤0.01%
37
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$13K ﹤0.01%
54
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$13K ﹤0.01%
512
894
$13K ﹤0.01%
260
895
$13K ﹤0.01%
227
896
$12K ﹤0.01%
3,780
+746
897
$12K ﹤0.01%
348
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898
$12K ﹤0.01%
833
+613
899
$12K ﹤0.01%
131
900
$12K ﹤0.01%
393
+343
34 35
36
37 38