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
151
$503K 0.13%
3,808
+1,313
152
$494K 0.13%
1,914
+1,015
153
$492K 0.12%
1,958
+428
154
$485K 0.12%
2,284
+579
155
$483K 0.12%
2,673
-31
156
$474K 0.12%
2,336
+865
157
$471K 0.12%
930
+497
158
$471K 0.12%
1,696
-108
159
$467K 0.12%
3,411
-53
160
$463K 0.12%
2,377
+783
161
$457K 0.12%
1,262
-433
162
$457K 0.12%
7,878
-6,150
163
$453K 0.11%
16,600
+2,100
164
$447K 0.11%
15,128
+9,660
165
$446K 0.11%
4,464
+290
166
$446K 0.11%
+2,135
167
$441K 0.11%
4,078
+2,145
168
$435K 0.11%
9,525
+315
169
$433K 0.11%
2,340
+1,460
170
$433K 0.11%
5,275
+1,379
171
$424K 0.11%
8,535
+696
172
$420K 0.11%
16,091
+8,708
173
$417K 0.11%
2,066
+288
174
$416K 0.11%
3,159
+26
175
$415K 0.11%
3,981
+1,485
5 6
7
8 9