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
126
$613K 0.16%
3,708
+1,924
127
$611K 0.16%
10,100
+1,313
128
$610K 0.15%
14,779
+362
129
$605K 0.15%
12,484
-102
130
$603K 0.15%
5,496
-457
131
$576K 0.15%
5,736
+2,216
132
$570K 0.14%
34,600
+18,680
133
$567K 0.14%
2,876
+1,688
134
$565K 0.14%
7,097
-848
135
$565K 0.14%
22,687
+8,042
136
$555K 0.14%
2,491
+596
137
$553K 0.14%
1,595
+245
138
$546K 0.14%
2,661
+693
139
$528K 0.13%
4,813
+2,580
140
$528K 0.13%
+19,316
141
$522K 0.13%
10,079
+1,494
142
$521K 0.13%
+5,188
143
$517K 0.13%
1,465
+28
144
$517K 0.13%
6,579
+3,522
145
$515K 0.13%
7,756
+4,806
146
$515K 0.13%
5,347
-1,443
147
$514K 0.13%
10,358
+3,121
148
$513K 0.13%
1,020
+231
149
$509K 0.13%
3,070
-245
150
$506K 0.13%
3,818
+2,051
4 5
6
7 8