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
326
$169K 0.04%
1,500
+500
327
$169K 0.04%
4,620
+2,330
328
$162K 0.04%
100,316
329
$159K 0.04%
5,192
-202
330
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-300
331
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6,770
+40
332
$158K 0.04%
1,012
+345
333
$157K 0.04%
7,424
+7,294
334
$157K 0.04%
7,231
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335
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1,347
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336
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2,521
+17
337
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-1,290
338
$156K 0.04%
1,044
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339
$155K 0.04%
3,076
-3,588
340
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341
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342
$152K 0.03%
500
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343
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868
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344
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+7,287
345
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1,237
-77
346
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1,456
+1,187
347
$148K 0.03%
+5,090
348
$147K 0.03%
1,264
+392
349
$147K 0.03%
1,427
+855
350
$146K 0.03%
1,755
-4
12 13
14
15 16