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
401
$112K 0.03%
1,228
-1,397
402
$111K 0.03%
2,553
+2,364
403
$111K 0.03%
527
+157
404
$110K 0.03%
2,207
-118
405
$110K 0.03%
2,360
-921
406
$109K 0.03%
301
+183
407
$109K 0.03%
3,885
+123
408
$108K 0.02%
4,636
+4,150
409
$108K 0.02%
+719
410
$108K 0.02%
+4,484
411
$107K 0.02%
1,162
-4
412
$106K 0.02%
1,861
+945
413
$106K 0.02%
3,057
+2,242
414
$106K 0.02%
+3,538
415
$106K 0.02%
2,161
+610
416
$106K 0.02%
1,066
+154
417
$106K 0.02%
3,244
-166
418
$105K 0.02%
3,138
+1,336
419
$105K 0.02%
+1,827
420
$104K 0.02%
577
+287
421
$104K 0.02%
3,483
-1,368
422
$104K 0.02%
+4,152
423
$103K 0.02%
2,676
+1,297
424
$103K 0.02%
337
+330
425
$103K 0.02%
691
-25
15 16
17
18 19