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
26
$3.56M 0.81%
29,219
-1,750
27
$3.17M 0.72%
18,160
-1,684
28
$3.14M 0.72%
28,125
+1,283
29
$3.13M 0.72%
50,121
+3,402
30
$2.88M 0.66%
10,448
+4,553
31
$2.75M 0.63%
34,378
32
$2.73M 0.62%
26,105
+8,632
33
$2.71M 0.62%
28,175
+8,475
34
$2.71M 0.62%
105,033
+7,348
35
$2.59M 0.59%
34,253
-5,887
36
$2.53M 0.58%
7,056
+809
37
$2.44M 0.56%
16,976
-1,358
38
$2.42M 0.56%
25,357
+1,037
39
$2.35M 0.54%
39,501
+2,009
40
$2.23M 0.51%
57,067
+15,300
41
$2.21M 0.51%
54,707
+3,568
42
$1.94M 0.44%
24,398
+2,432
43
$1.81M 0.41%
3,586
-1
44
$1.79M 0.41%
10,934
+1,198
45
$1.78M 0.41%
24,191
+14,924
46
$1.66M 0.38%
29,649
-128
47
$1.63M 0.37%
22,655
+14,222
48
$1.59M 0.36%
41,192
-6,947
49
$1.59M 0.36%
70,830
+25,191
50
$1.58M 0.36%
32,650
-6,883
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