EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.71B
1-Year Est. Return 23.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.05%
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
1,970
New
Increased
Reduced
Closed

Top Buys

1
+$6.27M
2
+$3.92M
3
+$3.53M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.37M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.14M

Top Sells

1
+$5.14M
2
+$1.08M
3
+$934K
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$694K
5
CDW icon
CDW
CDW
+$677K

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%
241
1202
$6K ﹤0.01%
5
1203
$6K ﹤0.01%
290
+69
1204
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1205
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-60
1206
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1207
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1208
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+28
1209
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1,000
1210
$6K ﹤0.01%
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1211
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63
+25
1212
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1213
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26
+8
1214
$6K ﹤0.01%
41
-77
1215
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30
+14
1216
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1217
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1218
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1219
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579
1220
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1221
$6K ﹤0.01%
448
1222
$6K ﹤0.01%
260
1223
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158
1224
$6K ﹤0.01%
33
+7
1225
$6K ﹤0.01%
460
47 48
49
50 51