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
126
$579K 0.15%
21,324
+188
127
$575K 0.15%
3,195
+319
128
$571K 0.15%
11,959
+4,081
129
$569K 0.15%
6,161
-1,410
130
$569K 0.15%
7,344
-1,352
131
$565K 0.15%
5,722
+1,914
132
$564K 0.15%
6,144
+408
133
$561K 0.14%
3,073
+45
134
$558K 0.14%
6,835
+2,854
135
$540K 0.14%
17,382
+2,603
136
$540K 0.14%
1,975
+510
137
$538K 0.14%
1,124
-743
138
$537K 0.14%
5,990
+1,526
139
$521K 0.13%
2,316
+848
140
$521K 0.13%
9,945
-134
141
$512K 0.13%
21,432
-1,255
142
$512K 0.13%
6,485
+122
143
$506K 0.13%
9,043
-1,057
144
$502K 0.13%
8,992
+3,646
145
$499K 0.13%
1,066
+377
146
$499K 0.13%
2,895
+760
147
$498K 0.13%
6,664
+85
148
$496K 0.13%
1,055
+125
149
$495K 0.13%
4,869
-1,401
150
$489K 0.13%
32,200
+15,600
4 5
6
7 8