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
201
$326K 0.08%
3,864
+46
202
$321K 0.08%
16,351
+260
203
$315K 0.08%
4,376
+872
204
$313K 0.08%
2,155
-188
205
$312K 0.08%
10,763
+2,991
206
$310K 0.08%
9,057
+2,003
207
$307K 0.08%
766
+20
208
$306K 0.08%
3,733
-38
209
$304K 0.08%
1,269
+26
210
$301K 0.08%
1,807
-175
211
$301K 0.08%
16,061
+920
212
$300K 0.08%
7,010
+2,394
213
$295K 0.08%
3,079
+98
214
$292K 0.08%
+5,204
215
$287K 0.07%
2,812
+1,182
216
$283K 0.07%
1,418
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217
$281K 0.07%
1,237
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218
$276K 0.07%
1,051
+511
219
$275K 0.07%
3,609
-82
220
$273K 0.07%
2,088
+151
221
$271K 0.07%
2,535
+31
222
$269K 0.07%
2,362
+1,672
223
$269K 0.07%
2,902
+837
224
$269K 0.07%
5,393
+430
225
$267K 0.07%
4,021
-1,028
7 8
9
10 11