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
176
$397K 0.1%
2,280
-97
177
$397K 0.1%
2,343
-318
178
$396K 0.1%
2,401
+117
179
$394K 0.1%
7,771
+981
180
$391K 0.1%
1,451
+541
181
$391K 0.1%
9,300
-225
182
$388K 0.1%
1,896
+471
183
$380K 0.1%
701
+241
184
$379K 0.1%
10,869
+216
185
$371K 0.1%
2,998
+1,217
186
$370K 0.1%
1,696
187
$369K 0.1%
+6,664
188
$367K 0.09%
4,767
+3,834
189
$367K 0.09%
2,074
+1,016
190
$366K 0.09%
2,503
+121
191
$364K 0.09%
3,292
-119
192
$355K 0.09%
3,119
+1,018
193
$354K 0.09%
4,701
-2,396
194
$352K 0.09%
+1,914
195
$347K 0.09%
+7,414
196
$336K 0.09%
510
+170
197
$332K 0.09%
1,304
+398
198
$332K 0.09%
1,300
-658
199
$330K 0.09%
+100,316
200
$327K 0.08%
3,459
+305
6 7
8
9 10