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
1326
$4K ﹤0.01%
45
1327
$4K ﹤0.01%
2,236
1328
$4K ﹤0.01%
400
1329
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327
1330
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-39
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38
-3
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454
1335
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93
-11
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1337
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75
-25
1338
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33
+14
1339
$4K ﹤0.01%
7
+3
1340
$4K ﹤0.01%
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1341
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+105
1342
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1343
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69
-160
1344
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181
1345
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36
+15
1346
$4K ﹤0.01%
73
+17
1347
$4K ﹤0.01%
+16
1348
$4K ﹤0.01%
+50
1349
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51
-1
1350
$4K ﹤0.01%
150
52 53
54
55 56