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
1051
$8K ﹤0.01%
327
+157
1052
$8K ﹤0.01%
260
-158
1053
$8K ﹤0.01%
87
1054
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458
1055
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1,350
+793
1056
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+455
1057
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67
1058
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+184
1059
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+402
1060
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277
+10
1061
$8K ﹤0.01%
63
1062
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31
1063
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339
1064
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155
+114
1065
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157
1066
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299
1067
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128
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1068
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236
1069
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136
-3
1070
$8K ﹤0.01%
599
-101
1071
$8K ﹤0.01%
+188
1072
$8K ﹤0.01%
+223
1073
$8K ﹤0.01%
+193
1074
$8K ﹤0.01%
251
-135
1075
$8K ﹤0.01%
226
-152
41 42
43
44 45