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
901
$12K ﹤0.01%
50
902
$12K ﹤0.01%
159
+33
903
$12K ﹤0.01%
1,069
+156
904
$12K ﹤0.01%
101
+42
905
$12K ﹤0.01%
173
+86
906
$12K ﹤0.01%
119
+79
907
$12K ﹤0.01%
172
+73
908
$12K ﹤0.01%
440
909
$12K ﹤0.01%
203
-69
910
$12K ﹤0.01%
818
-162
911
$12K ﹤0.01%
120
+34
912
$12K ﹤0.01%
213
+155
913
$12K ﹤0.01%
55
+38
914
$12K ﹤0.01%
423
-11
915
$12K ﹤0.01%
338
916
$12K ﹤0.01%
104
-23
917
$12K ﹤0.01%
742
918
$12K ﹤0.01%
110
-23
919
$12K ﹤0.01%
168
-463
920
$12K ﹤0.01%
262
+49
921
$12K ﹤0.01%
44
-6
922
$12K ﹤0.01%
556
923
$11K ﹤0.01%
+382
924
$11K ﹤0.01%
1,047
925
$11K ﹤0.01%
582
35 36
37
38 39