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
101
$782K 0.2%
6,363
+3,417
102
$781K 0.2%
16,502
+2,032
103
$771K 0.2%
12,906
-737
104
$763K 0.19%
3,565
+1,535
105
$749K 0.19%
8,169
+588
106
$746K 0.19%
2,335
+1,176
107
$736K 0.19%
3,240
+1,743
108
$736K 0.19%
8,696
+887
109
$726K 0.18%
9,102
+463
110
$718K 0.18%
3,028
+1,594
111
$717K 0.18%
938
+227
112
$717K 0.18%
14,444
+4,877
113
$702K 0.18%
1,589
+541
114
$700K 0.18%
11,811
+1,109
115
$694K 0.18%
7,592
-838
116
$679K 0.17%
5,690
+2,296
117
$672K 0.17%
6,270
+3,760
118
$664K 0.17%
6,707
+1,817
119
$664K 0.17%
2,749
+270
120
$663K 0.17%
21,136
+10,208
121
$640K 0.16%
2,815
+341
122
$638K 0.16%
1,111
+426
123
$634K 0.16%
14,351
+9,048
124
$631K 0.16%
1,384
+417
125
$623K 0.16%
5,959
+3,619
3 4
5
6 7