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
301
$196K 0.04%
2,150
-1,309
302
$196K 0.04%
2,574
-329
303
$193K 0.04%
6,242
304
$193K 0.04%
5,214
-755
305
$192K 0.04%
636
-49
306
$189K 0.04%
774
+105
307
$186K 0.04%
16,884
+9,582
308
$186K 0.04%
11,525
309
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267
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310
$184K 0.04%
2,719
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311
$184K 0.04%
2,371
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312
$181K 0.04%
6,048
+1,734
313
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+6,355
314
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+9,111
315
$178K 0.04%
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316
$178K 0.04%
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318
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319
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320
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7,153
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321
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930
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322
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596
+171
323
$171K 0.04%
4,249
+1,760
324
$171K 0.04%
4,297
+4,200
325
$169K 0.04%
6,107
+438
11 12
13
14 15