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
$437M
AUM Growth
+$48.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,219
New
Increased
Reduced
Closed

Top Buys

1
+$5.48M
2
+$4.56M
3
+$4.32M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.14M
5
AAPL icon
Apple
AAPL
+$2.46M

Top Sells

1
+$1.08M
2
+$815K
3
+$683K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$645K
5
IIIV icon
i3 Verticals
IIIV
+$601K

Sector Composition

1 Technology 12.9%
2 Financials 6.71%
3 Healthcare 5.35%
4 Industrials 4.9%
5 Consumer Discretionary 4.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$333K 0.08%
8,834
+7,305
227
$332K 0.08%
6,794
+5,728
228
$331K 0.08%
2,026
+219
229
$326K 0.07%
16,239
+178
230
$325K 0.07%
2,254
-366
231
$324K 0.07%
5,251
+4,674
232
$323K 0.07%
4,270
-1,874
233
$321K 0.07%
13,046
+8,131
234
$321K 0.07%
3,548
-952
235
$320K 0.07%
9,820
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236
$318K 0.07%
4,549
-2,115
237
$313K 0.07%
2,983
-136
238
$311K 0.07%
1,885
+1,585
239
$307K 0.07%
1,143
-308
240
$304K 0.07%
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241
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1,384
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242
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4,133
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243
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1,659
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244
$285K 0.07%
17,778
+17,466
245
$284K 0.07%
4,763
-441
246
$283K 0.06%
4,221
-155
247
$283K 0.06%
13,312
+10,709
248
$279K 0.06%
10,488
-275
249
$278K 0.06%
1,686
+333
250
$278K 0.06%
1,663
-617
8 9
10
11 12