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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
1376
$3K ﹤0.01%
228
1377
$3K ﹤0.01%
139
+18
1378
$3K ﹤0.01%
920
-2,294
1379
$3K ﹤0.01%
81
-21
1380
$3K ﹤0.01%
24
+6
1381
$3K ﹤0.01%
180
-29
1382
$3K ﹤0.01%
+536
1383
$3K ﹤0.01%
187
1384
$3K ﹤0.01%
6
+3
1385
$3K ﹤0.01%
100
1386
$3K ﹤0.01%
257
1387
$3K ﹤0.01%
97
1388
$3K ﹤0.01%
44
-49
1389
$3K ﹤0.01%
28
-127
1390
$3K ﹤0.01%
42
-61
1391
$3K ﹤0.01%
19
1392
$3K ﹤0.01%
286
1393
$3K ﹤0.01%
697
-27
1394
$3K ﹤0.01%
85
+10
1395
$3K ﹤0.01%
+25
1396
$3K ﹤0.01%
353
+206
1397
$3K ﹤0.01%
+14
1398
$3K ﹤0.01%
98
1399
$3K ﹤0.01%
40
1400
$3K ﹤0.01%
21
54 55
56
57 58