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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
1651
$1K ﹤0.01%
106
-329
1652
$1K ﹤0.01%
126
1653
$1K ﹤0.01%
101
-144
1654
$1K ﹤0.01%
27
-65
1655
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20
1656
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175
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1657
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+2
1658
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23
1659
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236
-192
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$1K ﹤0.01%
30
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$1K ﹤0.01%
+82
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$1K ﹤0.01%
50
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1663
$1K ﹤0.01%
6
-2
1664
$1K ﹤0.01%
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1665
$1K ﹤0.01%
40
-57
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$1K ﹤0.01%
+15
1667
$1K ﹤0.01%
15
1668
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25
1669
$1K ﹤0.01%
6
1670
$1K ﹤0.01%
15
-280
1671
$1K ﹤0.01%
7
1672
$1K ﹤0.01%
+112
1673
$1K ﹤0.01%
+802
1674
$1K ﹤0.01%
+149
1675
$1K ﹤0.01%
+24
65 66
67
68 69