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
1001
$12K ﹤0.01%
32
-1
1002
$12K ﹤0.01%
1,711
+1,621
1003
$11K ﹤0.01%
478
+381
1004
$11K ﹤0.01%
520
1005
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405
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1006
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1,069
1007
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441
-324
1008
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540
+115
1009
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131
-9
1010
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818
1011
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10
-29
1012
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470
-1,419
1013
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524
1014
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323
1015
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157
1016
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481
1017
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278
+62
1018
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272
+23
1019
$11K ﹤0.01%
115
+74
1020
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51
+21
1021
$10K ﹤0.01%
174
1022
$10K ﹤0.01%
125
+5
1023
$10K ﹤0.01%
447
+35
1024
$10K ﹤0.01%
141
+82
1025
$10K ﹤0.01%
277
-364
39 40
41
42 43