EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.71B
1-Year Est. Return 23.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.05%
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 5.44%
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%
100
1377
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97
1378
$3K ﹤0.01%
44
-49
1379
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28
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103
+19
1381
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+3,030
1382
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19
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286
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697
-27
1385
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85
+10
1386
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+25
1387
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353
+206
1388
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98
1389
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40
1390
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21
1391
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920
-2,294
1392
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81
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24
+6
1394
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180
-29
1395
$3K ﹤0.01%
+70
1396
$3K ﹤0.01%
62
1397
$3K ﹤0.01%
108
1398
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135
-116
1399
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84
-117
1400
$3K ﹤0.01%
44
-5
54 55
56
57 58