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
451
$92K 0.02%
605
+575
452
$91K 0.02%
556
-28
453
$91K 0.02%
1,273
-156
454
$91K 0.02%
4,037
455
$90K 0.02%
+3,260
456
$90K 0.02%
1,052
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457
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383
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458
$89K 0.02%
248
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459
$89K 0.02%
1,925
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460
$89K 0.02%
832
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461
$88K 0.02%
965
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462
$88K 0.02%
2,548
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463
$87K 0.02%
4,156
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$87K 0.02%
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465
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399
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466
$87K 0.02%
1,241
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467
$86K 0.02%
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$86K 0.02%
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843
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$85K 0.02%
583
+158
474
$85K 0.02%
2,371
-518
475
$85K 0.02%
2,097
+1,702
17 18
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