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
1401
$3K ﹤0.01%
+3,030
1402
$3K ﹤0.01%
130
1403
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120
1404
$3K ﹤0.01%
42
-61
1405
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19
1406
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286
1407
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697
-27
1408
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85
+10
1409
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25
-8
1410
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143
1411
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957
1412
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+52
1413
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84
+11
1414
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67
1415
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+14
1416
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98
1417
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40
1418
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21
1419
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920
-2,294
1420
$3K ﹤0.01%
66
1421
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60
1422
$3K ﹤0.01%
85
-132
1423
$3K ﹤0.01%
36
+14
1424
$3K ﹤0.01%
143
-39
1425
$3K ﹤0.01%
81
-21
55 56
57
58 59