EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.71B
1-Year Est. Return 23.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.05%
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 5.44%
4 Healthcare 5.1%
5 Consumer Discretionary 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1701
– –
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1702
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1703
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1704
$0 ﹤0.01%
5
1705
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12
1706
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-240
1707
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1708
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1709
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-1,107
1710
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1711
$0 ﹤0.01%
424
1712
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-3,708
1713
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17
1714
– –
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1715
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5
1716
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1717
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1718
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1719
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1720
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1721
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-582
1722
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1723
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-50
1724
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1725
$0 ﹤0.01%
+10
67 68
69
70 71