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
926
$11K ﹤0.01%
130
-25
927
$11K ﹤0.01%
746
928
$11K ﹤0.01%
+387
929
$11K ﹤0.01%
355
930
$11K ﹤0.01%
298
-2,167
931
$11K ﹤0.01%
70
+41
932
$11K ﹤0.01%
130
-350
933
$11K ﹤0.01%
169
934
$11K ﹤0.01%
401
+130
935
$11K ﹤0.01%
922
936
$11K ﹤0.01%
580
+156
937
$11K ﹤0.01%
+103
938
$11K ﹤0.01%
344
939
$11K ﹤0.01%
+111
940
$11K ﹤0.01%
64
-14
941
$11K ﹤0.01%
134
942
$11K ﹤0.01%
319
943
$11K ﹤0.01%
+498
944
$11K ﹤0.01%
294
945
$11K ﹤0.01%
606
-24
946
$11K ﹤0.01%
314
947
$11K ﹤0.01%
173
-2,058
948
$11K ﹤0.01%
1,675
+185
949
$11K ﹤0.01%
247
950
$11K ﹤0.01%
358
36 37
38
39 40