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
951
$13K ﹤0.01%
772
+649
952
$13K ﹤0.01%
487
+83
953
$13K ﹤0.01%
486
954
$13K ﹤0.01%
101
955
$13K ﹤0.01%
+586
956
$13K ﹤0.01%
365
+101
957
$13K ﹤0.01%
675
-152
958
$13K ﹤0.01%
524
+123
959
$13K ﹤0.01%
445
+219
960
$13K ﹤0.01%
1,600
961
$13K ﹤0.01%
123
-484
962
$13K ﹤0.01%
440
+281
963
$13K ﹤0.01%
480
964
$13K ﹤0.01%
250
965
$13K ﹤0.01%
211
+1
966
$13K ﹤0.01%
76
-36
967
$13K ﹤0.01%
260
968
$13K ﹤0.01%
250
969
$13K ﹤0.01%
124
970
$13K ﹤0.01%
848
-8,544
971
$13K ﹤0.01%
322
972
$13K ﹤0.01%
345
973
$13K ﹤0.01%
1,350
974
$13K ﹤0.01%
432
975
$13K ﹤0.01%
4,754
-2,578
37 38
39
40 41