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
1501
$2K ﹤0.01%
79
1502
$2K ﹤0.01%
15
-52
1503
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41
-32
1504
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138
1505
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53
-52
1506
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+27
1507
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54
1508
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+52
1509
$2K ﹤0.01%
621
1510
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102
1511
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51
1512
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65
1513
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68
1514
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39
1515
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392
-1,049
1516
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175
-65
1517
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46
1518
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+53
1519
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+67
1520
$2K ﹤0.01%
232
-2,304
1521
$2K ﹤0.01%
167
+129
1522
$2K ﹤0.01%
102
+57
1523
$2K ﹤0.01%
69
1524
$2K ﹤0.01%
+62
1525
$2K ﹤0.01%
+24
59 60
61
62 63