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
1951
– –
-147
1952
– –
-215
1953
– –
-62
1954
– –
-393
1955
$0 ﹤0.01%
14
1956
– –
-105
1957
– –
-1,000
1958
– –
-1,228
1959
– –
-224
1960
– –
-181
1961
– –
-32
1962
– –
-241
1963
– –
-50
1964
– –
-95
1965
$0 ﹤0.01%
2
1966
– –
-51
1967
$0 ﹤0.01%
18
1968
– –
-517
1969
– –
-46
1970
– –
-40
1971
– –
-63
75 76 77 78
79