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
951
$11K ﹤0.01%
123
+18
952
$11K ﹤0.01%
+356
953
$11K ﹤0.01%
491
954
$11K ﹤0.01%
847
955
$11K ﹤0.01%
97
+46
956
$10K ﹤0.01%
365
+312
957
$10K ﹤0.01%
30
+8
958
$10K ﹤0.01%
46
959
$10K ﹤0.01%
388
+96
960
$10K ﹤0.01%
110
+25
961
$10K ﹤0.01%
172
+73
962
$10K ﹤0.01%
146
+81
963
$10K ﹤0.01%
223
964
$10K ﹤0.01%
448
-254
965
$10K ﹤0.01%
+329
966
$10K ﹤0.01%
219
+41
967
$10K ﹤0.01%
359
+61
968
$10K ﹤0.01%
264
+133
969
$10K ﹤0.01%
107
+36
970
$10K ﹤0.01%
229
971
$10K ﹤0.01%
319
972
$10K ﹤0.01%
288
+221
973
$10K ﹤0.01%
466
974
$10K ﹤0.01%
+248
975
$10K ﹤0.01%
110
37 38
39
40 41