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
201
$326K 0.08%
3,771
+738
202
$322K 0.08%
3,691
-15
203
$307K 0.08%
1,378
+834
204
$305K 0.08%
4,857
+1,673
205
$303K 0.08%
3,504
+1,543
206
$303K 0.08%
2,974
-6,844
207
$302K 0.08%
452
+243
208
$300K 0.08%
689
+346
209
$298K 0.08%
1,043
+372
210
$297K 0.08%
2,981
+301
211
$297K 0.08%
910
+617
212
$297K 0.08%
5,346
+3,926
213
$292K 0.07%
7,772
+5,301
214
$291K 0.07%
814
-284
215
$279K 0.07%
2,504
+64
216
$278K 0.07%
6,016
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217
$272K 0.07%
460
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218
$268K 0.07%
8,828
+1,654
219
$268K 0.07%
3,190
+1,972
220
$266K 0.07%
6,501
+629
221
$262K 0.07%
2,101
+206
222
$260K 0.07%
2,852
-680
223
$257K 0.07%
2,931
+274
224
$257K 0.07%
1,937
+544
225
$256K 0.06%
4,504
+894
7 8
9
10 11