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
1001
$9K ﹤0.01%
191
-54
1002
$9K ﹤0.01%
345
1003
$9K ﹤0.01%
111
1004
$9K ﹤0.01%
435
1005
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141
-63
1006
$9K ﹤0.01%
1,028
1007
$9K ﹤0.01%
36
+14
1008
$9K ﹤0.01%
+110
1009
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81
1010
$9K ﹤0.01%
167
-4
1011
$9K ﹤0.01%
183
+64
1012
$9K ﹤0.01%
1,000
1013
$9K ﹤0.01%
67
-6
1014
$9K ﹤0.01%
160
+104
1015
$9K ﹤0.01%
152
1016
$9K ﹤0.01%
68
+9
1017
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230
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1018
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1019
$9K ﹤0.01%
+100
1020
$9K ﹤0.01%
112
+20
1021
$9K ﹤0.01%
224
1022
$9K ﹤0.01%
36
1023
$9K ﹤0.01%
189
1024
$9K ﹤0.01%
193
+76
1025
$9K ﹤0.01%
276
+36
39 40
41
42 43