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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
1501
$2K ﹤0.01%
+15
1502
$2K ﹤0.01%
65
1503
$2K ﹤0.01%
40
-23
1504
$2K ﹤0.01%
55
-91
1505
$2K ﹤0.01%
20
1506
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50
1507
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24
-77
1508
$2K ﹤0.01%
41
-224
1509
$2K ﹤0.01%
295
1510
$2K ﹤0.01%
49
1511
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9
1512
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+85
1513
$2K ﹤0.01%
45
-40
1514
$2K ﹤0.01%
4
-3
1515
$2K ﹤0.01%
+154
1516
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15
1517
$2K ﹤0.01%
74
1518
$2K ﹤0.01%
27
+11
1519
$2K ﹤0.01%
71
1520
$2K ﹤0.01%
+162
1521
$2K ﹤0.01%
441
1522
$2K ﹤0.01%
15
-68
1523
$2K ﹤0.01%
194
1524
$2K ﹤0.01%
41
+40
1525
$2K ﹤0.01%
26
59 60
61
62 63