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
1401
$3K ﹤0.01%
984
1402
$3K ﹤0.01%
188
1403
$3K ﹤0.01%
208
-112
1404
$3K ﹤0.01%
128
-560
1405
$3K ﹤0.01%
96
-111
1406
$3K ﹤0.01%
60
1407
$3K ﹤0.01%
250
1408
$3K ﹤0.01%
16
+7
1409
$3K ﹤0.01%
546
-1,583
1410
$3K ﹤0.01%
52
1411
$3K ﹤0.01%
97
+67
1412
$3K ﹤0.01%
+123
1413
$3K ﹤0.01%
+26
1414
$3K ﹤0.01%
100
1415
$3K ﹤0.01%
21
-106
1416
$3K ﹤0.01%
58
-166
1417
$3K ﹤0.01%
+177
1418
$3K ﹤0.01%
55
1419
$3K ﹤0.01%
100
1420
$3K ﹤0.01%
97
-9
1421
$3K ﹤0.01%
77
-437
1422
$3K ﹤0.01%
78
1423
$3K ﹤0.01%
20
+12
1424
$3K ﹤0.01%
38
1425
$3K ﹤0.01%
9
+5
55 56
57
58 59