EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.71B
1-Year Est. Return 23.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.05%
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
+$5.14M
3
+$4.73M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.64M
5
AAPL icon
Apple
AAPL
+$2.8M

Top Sells

1
+$1.11M
2
+$846K
3
+$758K
4
IIIV icon
i3 Verticals
IIIV
+$730K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$707K

Sector Composition

1 Technology 12.9%
2 Financials 6.72%
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
276
$236K 0.05%
11,192
+1,293
277
$234K 0.05%
19,537
-100
278
$234K 0.05%
4,746
-389
279
$232K 0.05%
9,005
-3,873
280
$232K 0.05%
8,097
+3,542
281
$229K 0.05%
8,176
-356
282
$227K 0.05%
1,050
-254
283
$225K 0.05%
1,087
+360
284
$223K 0.05%
5,868
+475
285
$221K 0.05%
961
+129
286
$218K 0.05%
1,590
-484
287
$215K 0.05%
2,632
+40
288
$215K 0.05%
3,487
+1,843
289
$214K 0.05%
507
+42
290
$209K 0.05%
5,873
-1,137
291
$207K 0.05%
777
-48
292
$206K 0.05%
2,444
+536
293
$202K 0.05%
804
-98
294
$202K 0.05%
2,682
-238
295
$201K 0.05%
1,615
+21
296
$200K 0.05%
602
+227
297
$199K 0.05%
3,447
-417
298
$199K 0.05%
4,760
+4,066
299
$198K 0.05%
14,893
-2,803
300
$197K 0.05%
6,238
+496
10 11
12
13 14