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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
1401
$3K ﹤0.01%
60
1402
$3K ﹤0.01%
62
1403
$3K ﹤0.01%
108
1404
$3K ﹤0.01%
135
-116
1405
$3K ﹤0.01%
84
-117
1406
$3K ﹤0.01%
44
-5
1407
$3K ﹤0.01%
96
+3
1408
$3K ﹤0.01%
105
-93
1409
$3K ﹤0.01%
319
-161
1410
$3K ﹤0.01%
302
1411
$3K ﹤0.01%
655
1412
$3K ﹤0.01%
227
1413
$3K ﹤0.01%
352
1414
$3K ﹤0.01%
28
-69
1415
$3K ﹤0.01%
50
1416
$3K ﹤0.01%
363
-748
1417
$3K ﹤0.01%
183
1418
$3K ﹤0.01%
85
-132
1419
$3K ﹤0.01%
+70
1420
$3K ﹤0.01%
140
+38
1421
$3K ﹤0.01%
14
+12
1422
$3K ﹤0.01%
250
1423
$3K ﹤0.01%
266
-1,298
1424
$3K ﹤0.01%
2,235
-1
1425
$3K ﹤0.01%
+952
55 56
57
58 59