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
1526
$2K ﹤0.01%
56
-76
1527
$2K ﹤0.01%
40
-23
1528
$2K ﹤0.01%
182
1529
$2K ﹤0.01%
117
-8
1530
$2K ﹤0.01%
55
-91
1531
$2K ﹤0.01%
20
1532
$2K ﹤0.01%
50
1533
$2K ﹤0.01%
24
-77
1534
$2K ﹤0.01%
+504
1535
$2K ﹤0.01%
41
-224
1536
$2K ﹤0.01%
295
1537
$2K ﹤0.01%
49
1538
$2K ﹤0.01%
11
-14
1539
$2K ﹤0.01%
68
1540
$2K ﹤0.01%
62
1541
$2K ﹤0.01%
16
1542
$2K ﹤0.01%
+246
1543
$2K ﹤0.01%
655
+263
1544
$2K ﹤0.01%
9
1545
$2K ﹤0.01%
73
-32
1546
$2K ﹤0.01%
578
1547
$2K ﹤0.01%
+85
1548
$2K ﹤0.01%
45
-40
1549
$2K ﹤0.01%
4
-3
1550
$2K ﹤0.01%
+154
60 61
62
63 64