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
1926
– –
-16
1927
$0 ﹤0.01%
+9
1928
– –
-51
1929
$0 ﹤0.01%
100
1930
– –
-71
1931
– –
-528
1932
– –
-315
1933
– –
-38
1934
$0 ﹤0.01%
+12
1935
– –
-303
1936
$0 ﹤0.01%
4
1937
– –
-421
1938
– –
-613
1939
$0 ﹤0.01%
5
1940
– –
-61
1941
– –
-45
1942
$0 ﹤0.01%
+2
1943
– –
-237
1944
– –
-462
1945
– –
-300
1946
– –
-157
1947
– –
-56
1948
– –
-31
1949
– –
-288
1950
– –
-181
75 76 77
78
79