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
1051
$9K ﹤0.01%
297
+205
1052
$9K ﹤0.01%
1,028
1053
$9K ﹤0.01%
273
1054
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402
1055
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131
-31
1056
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372
+95
1057
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754
+103
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393
-28
1059
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183
+125
1060
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276
1061
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466
+84
1062
$9K ﹤0.01%
349
+139
1063
$9K ﹤0.01%
3,521
-259
1064
$9K ﹤0.01%
103
-2,000
1065
$9K ﹤0.01%
262
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1066
$9K ﹤0.01%
319
1067
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201
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172
1069
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189
1070
$9K ﹤0.01%
440
1071
$9K ﹤0.01%
203
1072
$9K ﹤0.01%
1,025
-594
1073
$9K ﹤0.01%
179
+76
1074
$9K ﹤0.01%
228
+37
1075
$9K ﹤0.01%
189
+45
41 42
43
44 45