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
476
$85K 0.02%
1,291
+300
477
$85K 0.02%
1,444
+820
478
$84K 0.02%
857
+80
479
$84K 0.02%
+730
480
$84K 0.02%
420
+300
481
$84K 0.02%
172
+168
482
$84K 0.02%
4,538
+1,003
483
$83K 0.02%
1,445
+1,211
484
$83K 0.02%
50
-57
485
$83K 0.02%
806
+683
486
$83K 0.02%
1,043
487
$83K 0.02%
766
-411
488
$83K 0.02%
2,075
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489
$82K 0.02%
1,360
+1,274
490
$82K 0.02%
1,787
-103
491
$82K 0.02%
3,651
+512
492
$82K 0.02%
784
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493
$81K 0.02%
+7,437
494
$81K 0.02%
+3,958
495
$81K 0.02%
628
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496
$81K 0.02%
1,176
+451
497
$81K 0.02%
+2,488
498
$81K 0.02%
1,991
+1,301
499
$81K 0.02%
154
-17
500
$80K 0.02%
1,343
+103
18 19
20
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