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
101
$724K 0.19%
2,975
+226
102
$719K 0.19%
9,267
-890
103
$713K 0.18%
30,379
+14,972
104
$706K 0.18%
10,672
+2,916
105
$683K 0.18%
14,442
-2,060
106
$681K 0.18%
3,184
-89
107
$680K 0.18%
1,418
+307
108
$674K 0.17%
1,839
+455
109
$672K 0.17%
8,433
+264
110
$672K 0.17%
6,985
+278
111
$671K 0.17%
13,159
-2,954
112
$670K 0.17%
3,313
+73
113
$661K 0.17%
13,467
-19,017
114
$658K 0.17%
5,513
-1,175
115
$647K 0.17%
2,641
+150
116
$646K 0.17%
19,383
+5,032
117
$636K 0.16%
14,886
-217
118
$635K 0.16%
5,344
+477
119
$631K 0.16%
6,903
+2,825
120
$614K 0.16%
7,840
+332
121
$613K 0.16%
6,849
-56
122
$594K 0.15%
2,826
+11
123
$587K 0.15%
+13,458
124
$582K 0.15%
14,864
+2,380
125
$581K 0.15%
+15,988
3 4
5
6 7