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
976
$13K ﹤0.01%
848
-8,544
977
$12K ﹤0.01%
280
-85
978
$12K ﹤0.01%
391
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979
$12K ﹤0.01%
242
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980
$12K ﹤0.01%
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981
$12K ﹤0.01%
209
982
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119
983
$12K ﹤0.01%
658
984
$12K ﹤0.01%
416
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985
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1,030
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986
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987
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988
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134
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990
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$12K ﹤0.01%
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$12K ﹤0.01%
233
999
$12K ﹤0.01%
260
1000
$12K ﹤0.01%
227
38 39
40
41 42