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
951
$13K ﹤0.01%
157
952
$13K ﹤0.01%
250
953
$13K ﹤0.01%
211
+1
954
$13K ﹤0.01%
4,754
-2,578
955
$13K ﹤0.01%
250
956
$13K ﹤0.01%
322
957
$13K ﹤0.01%
302
+118
958
$13K ﹤0.01%
64
+20
959
$13K ﹤0.01%
772
+649
960
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487
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961
$13K ﹤0.01%
486
962
$13K ﹤0.01%
101
963
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365
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964
$13K ﹤0.01%
675
-152
965
$13K ﹤0.01%
345
966
$13K ﹤0.01%
524
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967
$13K ﹤0.01%
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968
$13K ﹤0.01%
1,600
969
$13K ﹤0.01%
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970
$13K ﹤0.01%
440
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971
$13K ﹤0.01%
480
972
$13K ﹤0.01%
1,350
973
$13K ﹤0.01%
76
-36
974
$13K ﹤0.01%
260
975
$13K ﹤0.01%
124
37 38
39
40 41