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
$388M
AUM Growth
-$6.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,971
New
Increased
Reduced
Closed

Top Buys

1
+$6.22M
2
+$3.73M
3
+$3.56M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.29M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.05M

Top Sells

1
+$5.12M
2
+$1.01M
3
+$933K
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$694K
5
CDW icon
CDW
CDW
+$634K

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
151
$482K 0.12%
35,052
+452
152
$482K 0.12%
12,878
+2,520
153
$478K 0.12%
786
-152
154
$477K 0.12%
1,549
-46
155
$476K 0.12%
4,859
+46
156
$472K 0.12%
1,492
+678
157
$471K 0.12%
5,164
-111
158
$464K 0.12%
11,421
+2,886
159
$463K 0.12%
18,612
+3,484
160
$462K 0.12%
1,230
+508
161
$462K 0.12%
1,932
+1,902
162
$451K 0.12%
13,739
+12,084
163
$450K 0.12%
2,673
164
$445K 0.11%
5,527
+180
165
$442K 0.11%
2,620
+280
166
$435K 0.11%
898
+194
167
$429K 0.11%
4,197
+1,616
168
$426K 0.11%
2,448
+112
169
$424K 0.11%
889
+437
170
$423K 0.11%
4,500
+692
171
$412K 0.11%
3,146
+76
172
$409K 0.11%
1,476
+344
173
$407K 0.1%
2,325
+259
174
$404K 0.1%
1,954
+40
175
$402K 0.1%
+5,615
5 6
7
8 9