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
426
$103K 0.02%
4,465
+542
427
$102K 0.02%
1,450
+45
428
$102K 0.02%
128
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429
$102K 0.02%
2,557
430
$102K 0.02%
506
+306
431
$102K 0.02%
1,372
+685
432
$101K 0.02%
2,823
-314
433
$101K 0.02%
1,605
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434
$100K 0.02%
4,063
+115
435
$99K 0.02%
443
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436
$98K 0.02%
5,054
+763
437
$97K 0.02%
2,205
+2,127
438
$97K 0.02%
535
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439
$96K 0.02%
1,991
+181
440
$95K 0.02%
2,172
-411
441
$94K 0.02%
1,207
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442
$94K 0.02%
1,216
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443
$94K 0.02%
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-681
444
$94K 0.02%
3,176
-1,058
445
$94K 0.02%
3,401
+122
446
$94K 0.02%
2,625
+600
447
$93K 0.02%
2,516
+257
448
$92K 0.02%
+2,211
449
$92K 0.02%
410
+156
450
$92K 0.02%
342
+278
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