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
1101
$8K ﹤0.01%
+392
1102
$8K ﹤0.01%
1,889
1103
$8K ﹤0.01%
92
1104
$8K ﹤0.01%
124
1105
$8K ﹤0.01%
374
+113
1106
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96
-25
1107
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39
+14
1108
$8K ﹤0.01%
64
1109
$8K ﹤0.01%
431
1110
$8K ﹤0.01%
211
1111
$8K ﹤0.01%
42
+8
1112
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24
+4
1113
$8K ﹤0.01%
207
1114
$8K ﹤0.01%
375
1115
$8K ﹤0.01%
342
-104
1116
$8K ﹤0.01%
+210
1117
$8K ﹤0.01%
68
1118
$7K ﹤0.01%
1,310
1119
$7K ﹤0.01%
121
1120
$7K ﹤0.01%
33
1121
$7K ﹤0.01%
216
1122
$7K ﹤0.01%
201
1123
$7K ﹤0.01%
5
1124
$7K ﹤0.01%
85
+46
1125
$7K ﹤0.01%
169
-149
43 44
45
46 47