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
1601
$2K ﹤0.01%
371
-1,304
1602
$2K ﹤0.01%
+16
1603
$2K ﹤0.01%
55
1604
$2K ﹤0.01%
86
1605
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12
-4
1606
$2K ﹤0.01%
238
1607
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84
-203
1608
$2K ﹤0.01%
267
-125
1609
$2K ﹤0.01%
168
1610
$2K ﹤0.01%
686
1611
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53
1612
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54
1613
$1K ﹤0.01%
+41
1614
$1K ﹤0.01%
27
1615
$1K ﹤0.01%
36
1616
$1K ﹤0.01%
7
-4
1617
$1K ﹤0.01%
80
-118
1618
$1K ﹤0.01%
+191
1619
$1K ﹤0.01%
174
1620
$1K ﹤0.01%
+267
1621
$1K ﹤0.01%
+14
1622
$1K ﹤0.01%
199
+46
1623
$1K ﹤0.01%
23
1624
$1K ﹤0.01%
+197
1625
$1K ﹤0.01%
+31
63 64
65
66 67