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
1376
$3K ﹤0.01%
353
+206
1377
$3K ﹤0.01%
+47
1378
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95
-43
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1380
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499
1381
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44
-5
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93
+2
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105
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1384
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50
1385
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140
+38
1386
$3K ﹤0.01%
14
+12
1387
$3K ﹤0.01%
+536
1388
$3K ﹤0.01%
+30
1389
$3K ﹤0.01%
183
1390
$3K ﹤0.01%
187
1391
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250
1392
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266
-1,298
1393
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6
+3
1394
$3K ﹤0.01%
100
1395
$3K ﹤0.01%
97
1396
$3K ﹤0.01%
44
-49
1397
$3K ﹤0.01%
2,235
-1
1398
$3K ﹤0.01%
28
-127
1399
$3K ﹤0.01%
103
+19
1400
$3K ﹤0.01%
+952
54 55
56
57 58