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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
1626
$1K ﹤0.01%
10
1627
$1K ﹤0.01%
14
1628
$1K ﹤0.01%
140
1629
$1K ﹤0.01%
+5
1630
$1K ﹤0.01%
35
1631
$1K ﹤0.01%
78
1632
$1K ﹤0.01%
36
1633
$1K ﹤0.01%
7
-4
1634
$1K ﹤0.01%
80
-118
1635
$1K ﹤0.01%
+33
1636
$1K ﹤0.01%
+14
1637
$1K ﹤0.01%
199
+46
1638
$1K ﹤0.01%
23
1639
$1K ﹤0.01%
+197
1640
$1K ﹤0.01%
+164
1641
$1K ﹤0.01%
240
1642
$1K ﹤0.01%
8
1643
$1K ﹤0.01%
+28
1644
$1K ﹤0.01%
192
-58
1645
$1K ﹤0.01%
40
1646
$1K ﹤0.01%
23
1647
$1K ﹤0.01%
101
1648
$1K ﹤0.01%
32
-24
1649
$1K ﹤0.01%
+159
1650
$1K ﹤0.01%
17
64 65
66
67 68