We are live on ! Find out more
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
1551
$2K ﹤0.01%
54
1552
$2K ﹤0.01%
142
1553
$2K ﹤0.01%
179
-676
1554
$2K ﹤0.01%
31
1555
$2K ﹤0.01%
+85
1556
$2K ﹤0.01%
26
-28
1557
$2K ﹤0.01%
+356
1558
$2K ﹤0.01%
+294
1559
$2K ﹤0.01%
13
-11
1560
$2K ﹤0.01%
+618
1561
$2K ﹤0.01%
+163
1562
$2K ﹤0.01%
79
-155
1563
$2K ﹤0.01%
+142
1564
$2K ﹤0.01%
96
-93
1565
$2K ﹤0.01%
63
1566
$2K ﹤0.01%
+142
1567
$2K ﹤0.01%
67
1568
$2K ﹤0.01%
133
-90
1569
$2K ﹤0.01%
168
1570
$2K ﹤0.01%
68
1571
$2K ﹤0.01%
113
1572
$2K ﹤0.01%
36
-308
1573
$2K ﹤0.01%
40
-207
1574
$2K ﹤0.01%
7
-4
1575
$2K ﹤0.01%
116
+96
61 62
63
64 65