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
1101
$8K ﹤0.01%
82
1102
$8K ﹤0.01%
1,054
+382
1103
$8K ﹤0.01%
289
+120
1104
$8K ﹤0.01%
205
+52
1105
$8K ﹤0.01%
80
+23
1106
$8K ﹤0.01%
166
-1
1107
$8K ﹤0.01%
105
-2
1108
$8K ﹤0.01%
28
+19
1109
$8K ﹤0.01%
89
+2
1110
$8K ﹤0.01%
223
1111
$8K ﹤0.01%
152
1112
$8K ﹤0.01%
68
1113
$8K ﹤0.01%
169
1114
$8K ﹤0.01%
100
1115
$8K ﹤0.01%
780
+445
1116
$8K ﹤0.01%
304
-1,629
1117
$8K ﹤0.01%
1,228
1118
$8K ﹤0.01%
340
1119
$8K ﹤0.01%
1,313
-37
1120
$8K ﹤0.01%
1,465
1121
$8K ﹤0.01%
3,550
1122
$8K ﹤0.01%
229
+2
1123
$8K ﹤0.01%
174
+95
1124
$8K ﹤0.01%
71
1125
$8K ﹤0.01%
+202
43 44
45
46 47