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
1076
$9K ﹤0.01%
45
-10
1077
$9K ﹤0.01%
110
1078
$9K ﹤0.01%
239
+74
1079
$9K ﹤0.01%
720
1080
$9K ﹤0.01%
413
1081
$9K ﹤0.01%
658
+525
1082
$9K ﹤0.01%
338
1083
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618
+12
1084
$9K ﹤0.01%
550
+30
1085
$9K ﹤0.01%
127
+4
1086
$9K ﹤0.01%
+548
1087
$9K ﹤0.01%
37
+28
1088
$9K ﹤0.01%
235
-109
1089
$9K ﹤0.01%
84
-44
1090
$8K ﹤0.01%
336
-12
1091
$8K ﹤0.01%
455
1092
$8K ﹤0.01%
60
-45
1093
$8K ﹤0.01%
110
1094
$8K ﹤0.01%
287
+23
1095
$8K ﹤0.01%
+535
1096
$8K ﹤0.01%
+68
1097
$8K ﹤0.01%
610
1098
$8K ﹤0.01%
95
1099
$8K ﹤0.01%
345
1100
$8K ﹤0.01%
1,650
+1,000
42 43
44
45 46