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
1001
$12K ﹤0.01%
130
-20
1002
$12K ﹤0.01%
1,069
+205
1003
$11K ﹤0.01%
478
+381
1004
$11K ﹤0.01%
520
1005
$11K ﹤0.01%
540
+115
1006
$11K ﹤0.01%
131
-9
1007
$11K ﹤0.01%
818
1008
$11K ﹤0.01%
470
-1,419
1009
$11K ﹤0.01%
323
1010
$11K ﹤0.01%
481
1011
$11K ﹤0.01%
278
+62
1012
$11K ﹤0.01%
272
+23
1013
$11K ﹤0.01%
1,069
1014
$11K ﹤0.01%
441
-324
1015
$11K ﹤0.01%
10
-29
1016
$11K ﹤0.01%
524
1017
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157
1018
$11K ﹤0.01%
115
+74
1019
$11K ﹤0.01%
405
-269
1020
$10K ﹤0.01%
305
1021
$10K ﹤0.01%
114
+30
1022
$10K ﹤0.01%
299
1023
$10K ﹤0.01%
319
+271
1024
$10K ﹤0.01%
51
+21
1025
$10K ﹤0.01%
174
39 40
41
42 43