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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
1426
$3K ﹤0.01%
130
1427
$3K ﹤0.01%
120
1428
$3K ﹤0.01%
25
-8
1429
$3K ﹤0.01%
143
1430
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957
1431
$3K ﹤0.01%
+52
1432
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84
+11
1433
$3K ﹤0.01%
67
1434
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150
1435
$3K ﹤0.01%
155
1436
$3K ﹤0.01%
66
1437
$3K ﹤0.01%
36
+14
1438
$3K ﹤0.01%
143
-39
1439
$3K ﹤0.01%
35
+20
1440
$3K ﹤0.01%
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1441
$3K ﹤0.01%
9
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1442
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103
-261
1443
$3K ﹤0.01%
258
1444
$3K ﹤0.01%
33
-88
1445
$3K ﹤0.01%
108
-1
1446
$3K ﹤0.01%
150
1447
$3K ﹤0.01%
499
1448
$3K ﹤0.01%
99
1449
$3K ﹤0.01%
43
1450
$3K ﹤0.01%
280
+266
56 57
58
59 60