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EWA

EverSource Wealth Advisors Portfolio holdings

AUM $3.27B
1-Year Est. Return 23.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.69%
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
1,970
New
Increased
Reduced
Closed

Top Buys

1
+$6.27M
2
+$3.92M
3
+$3.53M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.37M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.14M

Top Sells

1
+$5.14M
2
+$1.08M
3
+$934K
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$694K
5
CDW icon
CDW
CDW
+$677K

Sector Composition

1 Technology 13.19%
2 Financials 6.25%
3 Industrials 5.45%
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%
459
1352
$4K ﹤0.01%
+195
1353
$4K ﹤0.01%
+97
1354
$4K ﹤0.01%
78
+25
1355
$4K ﹤0.01%
127
1356
$4K ﹤0.01%
152
-110
1357
$4K ﹤0.01%
64
1358
$4K ﹤0.01%
64
-21
1359
$4K ﹤0.01%
113
1360
$4K ﹤0.01%
+143
1361
$4K ﹤0.01%
312
1362
$4K ﹤0.01%
185
+132
1363
$4K ﹤0.01%
+58
1364
$4K ﹤0.01%
+689
1365
$4K ﹤0.01%
+104
1366
$4K ﹤0.01%
+353
1367
$4K ﹤0.01%
138
+40
1368
$4K ﹤0.01%
525
1369
$4K ﹤0.01%
32
1370
$4K ﹤0.01%
+239
1371
$4K ﹤0.01%
832
1372
$3K ﹤0.01%
+30
1373
$3K ﹤0.01%
103
+19
1374
$3K ﹤0.01%
+3,030
1375
$3K ﹤0.01%
95
-43
53 54
55
56 57