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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
1526
$2K ﹤0.01%
40
-33
1527
$2K ﹤0.01%
11
-7
1528
$2K ﹤0.01%
65
-279
1529
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+19
1530
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+140
1531
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+21
1532
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138
+89
1533
$2K ﹤0.01%
+105
1534
$2K ﹤0.01%
577
+237
1535
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158
1536
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33
-13
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138
1538
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104
1539
$2K ﹤0.01%
40
1540
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25
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1541
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38
1542
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220
+45
1543
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371
-1,304
1544
$2K ﹤0.01%
+16
1545
$2K ﹤0.01%
55
1546
$2K ﹤0.01%
12
-4
1547
$2K ﹤0.01%
238
1548
$2K ﹤0.01%
84
-203
1549
$2K ﹤0.01%
18
-90
1550
$2K ﹤0.01%
90
60 61
62
63 64