EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.71B
1-Year Est. Return 23.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.05%
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
1,970
New
Increased
Reduced
Closed

Top Buys

1
+$6.27M
2
+$3.92M
3
+$3.53M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.37M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.14M

Top Sells

1
+$5.14M
2
+$1.08M
3
+$934K
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$694K
5
CDW icon
CDW
CDW
+$677K

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
1101
$8K ﹤0.01%
610
1102
$8K ﹤0.01%
1,465
1103
$8K ﹤0.01%
3,550
1104
$8K ﹤0.01%
229
+2
1105
$8K ﹤0.01%
174
+95
1106
$8K ﹤0.01%
42
-91
1107
$8K ﹤0.01%
300
1108
$8K ﹤0.01%
248
+239
1109
$8K ﹤0.01%
+62
1110
$8K ﹤0.01%
169
-48
1111
$8K ﹤0.01%
681
+250
1112
$8K ﹤0.01%
1,162
1113
$8K ﹤0.01%
375
1114
$8K ﹤0.01%
336
-12
1115
$8K ﹤0.01%
455
1116
$8K ﹤0.01%
110
1117
$8K ﹤0.01%
82
1118
$8K ﹤0.01%
1,054
+382
1119
$8K ﹤0.01%
289
+120
1120
$8K ﹤0.01%
205
+52
1121
$8K ﹤0.01%
80
+23
1122
$8K ﹤0.01%
105
-2
1123
$8K ﹤0.01%
28
+19
1124
$8K ﹤0.01%
95
1125
$8K ﹤0.01%
1,650
+1,000
43 44
45
46 47