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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
1451
$3K ﹤0.01%
28
1452
$3K ﹤0.01%
+40
1453
$3K ﹤0.01%
+57
1454
$3K ﹤0.01%
90
1455
$3K ﹤0.01%
198
-4
1456
$3K ﹤0.01%
17
-25
1457
$3K ﹤0.01%
215
1458
$3K ﹤0.01%
+47
1459
$3K ﹤0.01%
48
-50
1460
$2K ﹤0.01%
77
-79
1461
$2K ﹤0.01%
+180
1462
$2K ﹤0.01%
147
1463
$2K ﹤0.01%
86
-124
1464
$2K ﹤0.01%
15
-95
1465
$2K ﹤0.01%
+114
1466
$2K ﹤0.01%
82
1467
$2K ﹤0.01%
+868
1468
$2K ﹤0.01%
+578
1469
$2K ﹤0.01%
198
-34
1470
$2K ﹤0.01%
100
1471
$2K ﹤0.01%
67
1472
$2K ﹤0.01%
11
-14
1473
$2K ﹤0.01%
50
1474
$2K ﹤0.01%
919
+31
1475
$2K ﹤0.01%
+695
57 58
59
60 61