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
1126
$8K ﹤0.01%
87
1127
$8K ﹤0.01%
42
-91
1128
$8K ﹤0.01%
300
1129
$8K ﹤0.01%
248
+239
1130
$8K ﹤0.01%
+62
1131
$8K ﹤0.01%
169
-48
1132
$8K ﹤0.01%
244
1133
$8K ﹤0.01%
50
+26
1134
$8K ﹤0.01%
681
+250
1135
$8K ﹤0.01%
555
-152
1136
$8K ﹤0.01%
1,162
1137
$8K ﹤0.01%
375
1138
$7K ﹤0.01%
99
-32
1139
$7K ﹤0.01%
1,047
1140
$7K ﹤0.01%
319
-362
1141
$7K ﹤0.01%
98
-32
1142
$7K ﹤0.01%
569
-592
1143
$7K ﹤0.01%
236
1144
$7K ﹤0.01%
53
-14
1145
$7K ﹤0.01%
71
+41
1146
$7K ﹤0.01%
131
+4
1147
$7K ﹤0.01%
87
1148
$7K ﹤0.01%
125
1149
$7K ﹤0.01%
+313
1150
$7K ﹤0.01%
1,528
44 45
46
47 48