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
1351
$4K ﹤0.01%
197
+74
1352
$4K ﹤0.01%
404
+251
1353
$4K ﹤0.01%
65
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73
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1356
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18
+7
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51
1358
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+143
1359
$4K ﹤0.01%
1,000
1360
$4K ﹤0.01%
66
1361
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1362
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102
+43
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$4K ﹤0.01%
+32
1364
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135
1365
$4K ﹤0.01%
46
+23
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$4K ﹤0.01%
488
1367
$4K ﹤0.01%
16
1368
$4K ﹤0.01%
+150
1369
$4K ﹤0.01%
+82
1370
$4K ﹤0.01%
127
+62
1371
$4K ﹤0.01%
302
1372
$4K ﹤0.01%
365
+256
1373
$4K ﹤0.01%
106
+39
1374
$4K ﹤0.01%
312
1375
$4K ﹤0.01%
227
53 54
55
56 57