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
901
$16K ﹤0.01%
420
902
$16K ﹤0.01%
353
903
$15K ﹤0.01%
126
904
$15K ﹤0.01%
270
905
$15K ﹤0.01%
685
+683
906
$15K ﹤0.01%
4,152
907
$15K ﹤0.01%
318
908
$15K ﹤0.01%
869
-37
909
$15K ﹤0.01%
+170
910
$15K ﹤0.01%
+606
911
$15K ﹤0.01%
90
912
$15K ﹤0.01%
457
+263
913
$15K ﹤0.01%
211
914
$15K ﹤0.01%
413
+380
915
$15K ﹤0.01%
129
+8
916
$15K ﹤0.01%
176
-182
917
$15K ﹤0.01%
644
918
$15K ﹤0.01%
242
-16
919
$14K ﹤0.01%
3,119
+2,573
920
$14K ﹤0.01%
931
921
$14K ﹤0.01%
+395
922
$14K ﹤0.01%
90
-60
923
$14K ﹤0.01%
195
+83
924
$14K ﹤0.01%
294
-24
925
$14K ﹤0.01%
2,561
+141
35 36
37
38 39