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
1426
$3K ﹤0.01%
24
+6
1427
$3K ﹤0.01%
180
-29
1428
$3K ﹤0.01%
+70
1429
$3K ﹤0.01%
62
1430
$3K ﹤0.01%
135
-116
1431
$3K ﹤0.01%
35
+20
1432
$3K ﹤0.01%
122
-233
1433
$3K ﹤0.01%
84
-117
1434
$3K ﹤0.01%
48
-50
1435
$3K ﹤0.01%
9
+1
1436
$3K ﹤0.01%
103
-261
1437
$3K ﹤0.01%
258
1438
$3K ﹤0.01%
33
-88
1439
$3K ﹤0.01%
108
-1
1440
$3K ﹤0.01%
150
1441
$3K ﹤0.01%
99
1442
$3K ﹤0.01%
43
1443
$3K ﹤0.01%
280
+266
1444
$3K ﹤0.01%
319
-161
1445
$3K ﹤0.01%
28
1446
$3K ﹤0.01%
+40
1447
$3K ﹤0.01%
+57
1448
$3K ﹤0.01%
302
1449
$3K ﹤0.01%
655
1450
$3K ﹤0.01%
90
56 57
58
59 60