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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
1926
$0 ﹤0.01%
6
-8
1927
– –
-143
1928
– –
-410
1929
– –
-75
1930
– –
-5
1931
$0 ﹤0.01%
250
1932
– –
-17
1933
$0 ﹤0.01%
12
1934
– –
-44
1935
$0 ﹤0.01%
56
-73
1936
– –
-242
1937
– –
-498
1938
– –
-244
1939
– –
-105
1940
– –
-230
1941
– –
-135
1942
$0 ﹤0.01%
5
1943
$0 ﹤0.01%
+10
1944
– –
-328
1945
– –
-165
1946
– –
-1,785
1947
– –
-1,793
1948
– –
-111
1949
– –
-36
1950
– –
-326
75 76 77
78
79