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
1251
$5K ﹤0.01%
132
-40
1252
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146
1253
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315
1254
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81
+27
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25
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56
+10
1259
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1260
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85
+41
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436
+272
1262
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957
1263
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335
-620
1264
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131
+68
1265
$5K ﹤0.01%
+55
1266
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+133
1267
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18
-5
1268
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241
-437
1269
$5K ﹤0.01%
133
-85
1270
$5K ﹤0.01%
95
-10
1271
$5K ﹤0.01%
47
+14
1272
$5K ﹤0.01%
89
-35
1273
$5K ﹤0.01%
91
1274
$5K ﹤0.01%
103
+36
1275
$5K ﹤0.01%
4
-1
49 50
51
52 53