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
926
$14K ﹤0.01%
2,122
-111
927
$14K ﹤0.01%
47
928
$14K ﹤0.01%
662
929
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917
+107
930
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69
-41
931
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269
932
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657
933
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154
+26
934
$14K ﹤0.01%
125
+43
935
$14K ﹤0.01%
905
936
$14K ﹤0.01%
662
-126
937
$14K ﹤0.01%
75
-16
938
$14K ﹤0.01%
925
-248
939
$14K ﹤0.01%
569
-48
940
$14K ﹤0.01%
649
941
$14K ﹤0.01%
2,038
942
$14K ﹤0.01%
646
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943
$14K ﹤0.01%
510
+343
944
$14K ﹤0.01%
+418
945
$14K ﹤0.01%
405
+299
946
$14K ﹤0.01%
234
-10
947
$14K ﹤0.01%
189
+143
948
$14K ﹤0.01%
820
+388
949
$13K ﹤0.01%
302
+118
950
$13K ﹤0.01%
64
+20
36 37
38
39 40