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
1076
$8K ﹤0.01%
+432
1077
$8K ﹤0.01%
127
1078
$8K ﹤0.01%
32
1079
$8K ﹤0.01%
87
1080
$8K ﹤0.01%
125
1081
$8K ﹤0.01%
304
+158
1082
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330
+263
1083
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46
-8
1084
$8K ﹤0.01%
165
1085
$8K ﹤0.01%
610
1086
$8K ﹤0.01%
95
1087
$8K ﹤0.01%
1,528
+733
1088
$8K ﹤0.01%
89
+11
1089
$8K ﹤0.01%
558
1090
$8K ﹤0.01%
555
+392
1091
$8K ﹤0.01%
+242
1092
$8K ﹤0.01%
64
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1093
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24
-10
1094
$8K ﹤0.01%
178
-116
1095
$8K ﹤0.01%
227
+2
1096
$8K ﹤0.01%
579
1097
$8K ﹤0.01%
105
+81
1098
$8K ﹤0.01%
70
+16
1099
$8K ﹤0.01%
193
1100
$8K ﹤0.01%
287
42 43
44
45 46