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
$388M
AUM Growth
-$6.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,971
New
Increased
Reduced
Closed

Top Buys

1
+$6.22M
2
+$3.73M
3
+$3.56M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.29M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.05M

Top Sells

1
+$5.12M
2
+$1.01M
3
+$933K
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$694K
5
CDW icon
CDW
CDW
+$634K

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%
267
+99
902
$16K ﹤0.01%
79
-14
903
$15K ﹤0.01%
211
904
$15K ﹤0.01%
413
+380
905
$15K ﹤0.01%
126
906
$15K ﹤0.01%
270
907
$15K ﹤0.01%
685
+683
908
$15K ﹤0.01%
129
+8
909
$15K ﹤0.01%
176
-182
910
$15K ﹤0.01%
644
911
$15K ﹤0.01%
4,152
912
$15K ﹤0.01%
318
913
$15K ﹤0.01%
869
-37
914
$15K ﹤0.01%
+170
915
$15K ﹤0.01%
+606
916
$15K ﹤0.01%
90
917
$15K ﹤0.01%
457
+263
918
$15K ﹤0.01%
242
-16
919
$14K ﹤0.01%
154
+26
920
$14K ﹤0.01%
125
+43
921
$14K ﹤0.01%
3,119
+2,573
922
$14K ﹤0.01%
657
923
$14K ﹤0.01%
931
924
$14K ﹤0.01%
905
925
$14K ﹤0.01%
+395
35 36
37
38 39