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
351
$146K 0.03%
6,080
-1,623
352
$143K 0.03%
10,444
+2,943
353
$143K 0.03%
1,342
+30
354
$140K 0.03%
1,974
+321
355
$140K 0.03%
2,122
+247
356
$139K 0.03%
8,370
+6,500
357
$138K 0.03%
570
-317
358
$137K 0.03%
4,466
+2,557
359
$137K 0.03%
3,436
+1,302
360
$135K 0.03%
2,004
+1,489
361
$134K 0.03%
1,673
-267
362
$133K 0.03%
1,609
-5
363
$132K 0.03%
2,831
+46
364
$131K 0.03%
985
+153
365
$130K 0.03%
2,881
-363
366
$130K 0.03%
11,620
+6,308
367
$130K 0.03%
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+4,445
368
$130K 0.03%
2,026
+318
369
$129K 0.03%
3,448
-39
370
$129K 0.03%
1,395
+158
371
$129K 0.03%
5,313
+598
372
$128K 0.03%
723
+86
373
$127K 0.03%
1,948
-261
374
$127K 0.03%
1,241
+180
375
$126K 0.03%
2,184
-118
13 14
15
16 17