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
$394M
AUM Growth
+$37.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,935
New
Increased
Reduced
Closed

Top Buys

1
+$6M
2
+$2.8M
3
+$2.04M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$2M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.83M

Top Sells

1
+$4.4M
2
+$1.91M
3
+$1.54M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$1.17M
5
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$778K

Sector Composition

1 Technology 13.74%
2 Financials 6.04%
3 Industrials 4.36%
4 Healthcare 4.26%
5 Consumer Discretionary 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1451
$3K ﹤0.01%
11
1452
$3K ﹤0.01%
36
1453
$3K ﹤0.01%
109
1454
$3K ﹤0.01%
+238
1455
$3K ﹤0.01%
832
+198
1456
$3K ﹤0.01%
60
-9
1457
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1458
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+53
1459
$3K ﹤0.01%
9
+3
1460
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91
-2
1461
$3K ﹤0.01%
90
1462
$3K ﹤0.01%
99
1463
$3K ﹤0.01%
173
-84
1464
$3K ﹤0.01%
+28
1465
$3K ﹤0.01%
655
1466
$3K ﹤0.01%
90
1467
$3K ﹤0.01%
+113
1468
$3K ﹤0.01%
18
-6
1469
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44
1470
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38
1471
$3K ﹤0.01%
215
1472
$3K ﹤0.01%
38
1473
$3K ﹤0.01%
67
1474
$3K ﹤0.01%
346
+110
1475
$3K ﹤0.01%
+400
57 58
59
60 61