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
1026
$9K ﹤0.01%
+425
1027
$9K ﹤0.01%
411
+99
1028
$9K ﹤0.01%
1,228
1029
$9K ﹤0.01%
95
1030
$9K ﹤0.01%
144
-135
1031
$9K ﹤0.01%
94
1032
$9K ﹤0.01%
378
-49
1033
$9K ﹤0.01%
3,550
1034
$9K ﹤0.01%
625
1035
$9K ﹤0.01%
71
1036
$9K ﹤0.01%
201
1037
$9K ﹤0.01%
936
1038
$9K ﹤0.01%
64
+20
1039
$9K ﹤0.01%
572
+302
1040
$9K ﹤0.01%
924
1041
$9K ﹤0.01%
244
1042
$9K ﹤0.01%
241
1043
$9K ﹤0.01%
238
-138
1044
$9K ﹤0.01%
+30
1045
$9K ﹤0.01%
+456
1046
$9K ﹤0.01%
843
+349
1047
$9K ﹤0.01%
1,162
+905
1048
$9K ﹤0.01%
184
1049
$8K ﹤0.01%
298
-958
1050
$8K ﹤0.01%
28
+9
40 41
42
43 44