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
1701
$0 ﹤0.01%
5
1702
$0 ﹤0.01%
16
1703
– –
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1704
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1705
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-63
1706
$0 ﹤0.01%
9
1707
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1708
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-6
1709
– –
-1,625
1710
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1711
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1712
$0 ﹤0.01%
10
-109
1713
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-118
1714
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-52
1715
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-150
1716
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-293
1717
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-77
1718
$0 ﹤0.01%
+4
1719
$0 ﹤0.01%
+2
1720
– –
-15
1721
– –
0
1722
– –
-192
1723
– –
-33
1724
– –
-578
1725
– –
-2
67 68
69
70 71