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
76
$961K 0.24%
8,661
+2,258
77
$930K 0.24%
3,273
+1,621
78
$930K 0.24%
2,198
+1,079
79
$919K 0.23%
20,702
+11,054
80
$918K 0.23%
13,138
-1,109
81
$913K 0.23%
17,010
+4,655
82
$899K 0.23%
27,076
+26,586
83
$895K 0.23%
15,780
+3,308
84
$887K 0.23%
16,113
+8,501
85
$873K 0.22%
4,072
+536
86
$861K 0.22%
10,418
+765
87
$843K 0.21%
15,103
-44
88
$840K 0.21%
4,696
+2,544
89
$836K 0.21%
1,867
+527
90
$832K 0.21%
10,157
-1,279
91
$830K 0.21%
3,355
+618
92
$817K 0.21%
7,571
+1,258
93
$817K 0.21%
11,272
+651
94
$817K 0.21%
6,905
+3,796
95
$816K 0.21%
6,688
-809
96
$813K 0.21%
4,449
+2,301
97
$812K 0.21%
6,867
+1,739
98
$787K 0.2%
4,867
+2,643
99
$786K 0.2%
6,998
-160
100
$784K 0.2%
7,508
+4,028
2 3
4
5 6