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
1351
$4K ﹤0.01%
12
1352
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1,000
1353
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+265
1354
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50
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128
-50
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+353
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138
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32
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459
1361
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303
-439
1362
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+97
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+239
1365
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832
1366
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78
+18
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578
+178
1369
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164
1370
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+100
1371
$4K ﹤0.01%
1,818
-477
1372
$3K ﹤0.01%
257
1373
$3K ﹤0.01%
150
1374
$3K ﹤0.01%
155
1375
$3K ﹤0.01%
+25
53 54
55
56 57