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
1201
$6K ﹤0.01%
41
-77
1202
$6K ﹤0.01%
30
+14
1203
$6K ﹤0.01%
36
-7
1204
$6K ﹤0.01%
130
+31
1205
$6K ﹤0.01%
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1206
$6K ﹤0.01%
285
+88
1207
$6K ﹤0.01%
293
-11
1208
$6K ﹤0.01%
542
+366
1209
$6K ﹤0.01%
55
+50
1210
$6K ﹤0.01%
+133
1211
$6K ﹤0.01%
607
+184
1212
$6K ﹤0.01%
350
-28
1213
$6K ﹤0.01%
154
-19
1214
$6K ﹤0.01%
49
1215
$6K ﹤0.01%
579
1216
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34
1217
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448
1218
$6K ﹤0.01%
260
1219
$6K ﹤0.01%
158
1220
$6K ﹤0.01%
33
+7
1221
$6K ﹤0.01%
460
1222
$6K ﹤0.01%
+174
1223
$6K ﹤0.01%
924
1224
$6K ﹤0.01%
247
1225
$6K ﹤0.01%
140
+10
47 48
49
50 51