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
1376
$4K ﹤0.01%
96
+48
1377
$4K ﹤0.01%
81
1378
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189
1379
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104
1380
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164
+83
1381
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+236
1382
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41
+30
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161
+79
1384
$4K ﹤0.01%
215
1385
$3K ﹤0.01%
+62
1386
$3K ﹤0.01%
16
1387
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286
1388
$3K ﹤0.01%
27
1389
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56
1390
$3K ﹤0.01%
194
1391
$3K ﹤0.01%
31
+11
1392
$3K ﹤0.01%
44
1393
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60
1394
$3K ﹤0.01%
129
+79
1395
$3K ﹤0.01%
100
1396
$3K ﹤0.01%
22
+7
1397
$3K ﹤0.01%
51
1398
$3K ﹤0.01%
18
-3
1399
$3K ﹤0.01%
175
-43
1400
$3K ﹤0.01%
+43
54 55
56
57 58