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
$394M
AUM Growth
+$37.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,935
New
Increased
Reduced
Closed

Top Buys

1
+$6M
2
+$2.8M
3
+$2.04M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$2M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.83M

Top Sells

1
+$4.4M
2
+$1.91M
3
+$1.54M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$1.17M
5
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$778K

Sector Composition

1 Technology 13.74%
2 Financials 6.04%
3 Industrials 4.36%
4 Healthcare 4.26%
5 Consumer Discretionary 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1601
$2K ﹤0.01%
126
1602
$2K ﹤0.01%
240
1603
$2K ﹤0.01%
69
-421
1604
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168
-237
1605
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686
1606
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31
-8
1607
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20
+10
1608
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38
1609
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147
-255
1610
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142
-2,012
1611
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31
1612
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23
1613
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26
-79
1614
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62
+18
1615
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61
1616
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+352
1617
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82
1618
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25
-70
1619
$2K ﹤0.01%
+1,138
1620
$2K ﹤0.01%
331
+97
1621
$1K ﹤0.01%
18
1622
$1K ﹤0.01%
100
1623
$1K ﹤0.01%
20
1624
$1K ﹤0.01%
73
1625
$1K ﹤0.01%
28
63 64
65
66 67