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
1126
$7K ﹤0.01%
194
-2
1127
$7K ﹤0.01%
219
1128
$7K ﹤0.01%
223
+140
1129
$7K ﹤0.01%
486
1130
$7K ﹤0.01%
43
-5
1131
$7K ﹤0.01%
2,918
-1,723
1132
$7K ﹤0.01%
456
1133
$7K ﹤0.01%
142
1134
$7K ﹤0.01%
82
1135
$7K ﹤0.01%
+267
1136
$7K ﹤0.01%
246
1137
$7K ﹤0.01%
288
+188
1138
$7K ﹤0.01%
250
1139
$7K ﹤0.01%
138
1140
$7K ﹤0.01%
502
1141
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210
+102
1142
$7K ﹤0.01%
102
-377
1143
$7K ﹤0.01%
103
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1144
$7K ﹤0.01%
61
-11
1145
$7K ﹤0.01%
166
-387
1146
$7K ﹤0.01%
+410
1147
$7K ﹤0.01%
+340
1148
$7K ﹤0.01%
165
+111
1149
$7K ﹤0.01%
278
1150
$7K ﹤0.01%
105
44 45
46
47 48