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
1201
$6K ﹤0.01%
104
-80
1202
$6K ﹤0.01%
505
1203
$6K ﹤0.01%
245
-2
1204
$6K ﹤0.01%
1,312
-497
1205
$6K ﹤0.01%
66
+18
1206
$6K ﹤0.01%
54
-43
1207
$6K ﹤0.01%
221
-96
1208
$6K ﹤0.01%
295
-45
1209
$6K ﹤0.01%
428
+173
1210
$6K ﹤0.01%
+45
1211
$6K ﹤0.01%
282
+132
1212
$6K ﹤0.01%
50
-15
1213
$6K ﹤0.01%
+263
1214
$6K ﹤0.01%
244
1215
$6K ﹤0.01%
140
+87
1216
$6K ﹤0.01%
+2,295
1217
$6K ﹤0.01%
+1,352
1218
$6K ﹤0.01%
283
1219
$5K ﹤0.01%
165
1220
$5K ﹤0.01%
237
1221
$5K ﹤0.01%
+126
1222
$5K ﹤0.01%
109
1223
$5K ﹤0.01%
650
+500
1224
$5K ﹤0.01%
115
-127
1225
$5K ﹤0.01%
159
-580
47 48
49
50 51