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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
1576
$2K ﹤0.01%
208
1577
$2K ﹤0.01%
128
1578
$2K ﹤0.01%
60
1579
$2K ﹤0.01%
16
1580
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26
1581
$2K ﹤0.01%
232
1582
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40
-15
1583
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75
-264
1584
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222
+106
1585
$2K ﹤0.01%
33
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$2K ﹤0.01%
38
1587
$2K ﹤0.01%
56
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1588
$2K ﹤0.01%
182
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$2K ﹤0.01%
117
-8
1590
$2K ﹤0.01%
+504
1591
$2K ﹤0.01%
+246
1592
$2K ﹤0.01%
655
+263
1593
$2K ﹤0.01%
73
-32
1594
$2K ﹤0.01%
578
1595
$2K ﹤0.01%
41
1596
$2K ﹤0.01%
144
1597
$2K ﹤0.01%
3
-1
1598
$2K ﹤0.01%
58
-155
1599
$2K ﹤0.01%
25
1600
$2K ﹤0.01%
8
-16
62 63
64
65 66