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
176
$399K 0.1%
+5,049
177
$395K 0.1%
1,243
+656
178
$394K 0.1%
2,382
+294
179
$394K 0.1%
15,407
+13,177
180
$389K 0.1%
2,343
+3
181
$382K 0.1%
1,132
+389
182
$381K 0.1%
1,468
+577
183
$377K 0.1%
14,809
+13,605
184
$374K 0.09%
10,653
+5,699
185
$372K 0.09%
10,428
-213
186
$366K 0.09%
1,309
+350
187
$358K 0.09%
3,808
+3,092
188
$349K 0.09%
2,557
+481
189
$348K 0.09%
3,154
+1,037
190
$348K 0.09%
746
+396
191
$347K 0.09%
2,581
+1,310
192
$346K 0.09%
704
+153
193
$345K 0.09%
6,790
+745
194
$342K 0.09%
722
+365
195
$339K 0.09%
1,425
+1,066
196
$337K 0.09%
15,141
-6,950
197
$333K 0.08%
1,174
+211
198
$332K 0.08%
1,982
-841
199
$328K 0.08%
14,322
+4,362
200
$326K 0.08%
8,857
+2,588
6 7
8
9 10