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
876
$17K ﹤0.01%
940
-1,076
877
$17K ﹤0.01%
174
+1
878
$17K ﹤0.01%
436
879
$17K ﹤0.01%
53
+1
880
$17K ﹤0.01%
1,294
-347
881
$17K ﹤0.01%
429
-278
882
$17K ﹤0.01%
854
+480
883
$17K ﹤0.01%
500
884
$17K ﹤0.01%
482
885
$17K ﹤0.01%
819
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886
$16K ﹤0.01%
196
887
$16K ﹤0.01%
200
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$16K ﹤0.01%
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889
$16K ﹤0.01%
79
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$16K ﹤0.01%
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895
$16K ﹤0.01%
765
896
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897
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267
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898
$16K ﹤0.01%
186
-1
899
$16K ﹤0.01%
1,095
900
$16K ﹤0.01%
124
+6
34 35
36
37 38