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
276
$236K 0.05%
11,192
+1,293
277
$234K 0.05%
19,537
-100
278
$234K 0.05%
5,339
-438
279
$232K 0.05%
9,005
-3,873
280
$232K 0.05%
8,097
+3,542
281
$229K 0.05%
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-356
282
$227K 0.05%
1,050
-254
283
$225K 0.05%
1,087
+360
284
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285
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961
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286
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1,590
-484
287
$215K 0.05%
2,632
+40
288
$215K 0.05%
3,487
+1,843
289
$214K 0.05%
507
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290
$209K 0.05%
5,873
-1,137
291
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777
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292
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2,444
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293
$202K 0.05%
804
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294
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2,682
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295
$201K 0.05%
1,615
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296
$200K 0.05%
602
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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
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