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
976
$13K ﹤0.01%
157
977
$12K ﹤0.01%
280
-85
978
$12K ﹤0.01%
391
-2
979
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242
+23
980
$12K ﹤0.01%
50
981
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119
982
$12K ﹤0.01%
658
983
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134
+98
984
$12K ﹤0.01%
319
985
$12K ﹤0.01%
359
+14
986
$12K ﹤0.01%
1,167
-22
987
$12K ﹤0.01%
96
+4
988
$12K ﹤0.01%
52
-11
989
$12K ﹤0.01%
233
990
$12K ﹤0.01%
260
991
$12K ﹤0.01%
227
992
$12K ﹤0.01%
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$12K ﹤0.01%
1,711
+1,621
994
$12K ﹤0.01%
209
995
$12K ﹤0.01%
416
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996
$12K ﹤0.01%
1,030
+83
997
$12K ﹤0.01%
384
998
$12K ﹤0.01%
292
+99
999
$12K ﹤0.01%
68
-19
1000
$12K ﹤0.01%
187
38 39
40
41 42