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
1401
$3K ﹤0.01%
93
+2
1402
$3K ﹤0.01%
105
-93
1403
$3K ﹤0.01%
655
1404
$3K ﹤0.01%
50
1405
$3K ﹤0.01%
363
-748
1406
$3K ﹤0.01%
228
1407
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139
+18
1408
$3K ﹤0.01%
140
+38
1409
$3K ﹤0.01%
14
+12
1410
$3K ﹤0.01%
+536
1411
$3K ﹤0.01%
183
1412
$3K ﹤0.01%
250
1413
$3K ﹤0.01%
266
-1,298
1414
$3K ﹤0.01%
2,235
-1
1415
$3K ﹤0.01%
+952
1416
$3K ﹤0.01%
130
1417
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120
1418
$3K ﹤0.01%
42
-61
1419
$3K ﹤0.01%
25
-8
1420
$3K ﹤0.01%
143
1421
$3K ﹤0.01%
957
1422
$3K ﹤0.01%
+52
1423
$3K ﹤0.01%
84
+11
1424
$3K ﹤0.01%
67
1425
$3K ﹤0.01%
150
55 56
57
58 59