EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.71B
1-Year Est. Return 23.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.05%
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
+$5.14M
3
+$4.73M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.64M
5
AAPL icon
Apple
AAPL
+$2.8M

Top Sells

1
+$1.11M
2
+$846K
3
+$758K
4
IIIV icon
i3 Verticals
IIIV
+$730K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$707K

Sector Composition

1 Technology 12.9%
2 Financials 6.72%
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
+922
457
$89K 0.02%
383
+77
458
$89K 0.02%
248
+190
459
$89K 0.02%
1,925
+419
460
$89K 0.02%
832
+293
461
$88K 0.02%
965
+228
462
$88K 0.02%
2,548
+338
463
$87K 0.02%
399
+353
464
$87K 0.02%
4,156
+1,145
465
$87K 0.02%
4,390
+590
466
$87K 0.02%
1,241
+725
467
$86K 0.02%
4,115
+1,332
468
$86K 0.02%
1,351
+501
469
$86K 0.02%
1,715
-786
470
$86K 0.02%
843
-296
471
$86K 0.02%
1,297
472
$86K 0.02%
1,872
+235
473
$85K 0.02%
583
+158
474
$85K 0.02%
2,371
-518
475
$85K 0.02%
2,097
+1,702
17 18
19
20 21