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
526
$74K 0.02%
+184
527
$74K 0.02%
1,006
+277
528
$73K 0.02%
713
-2
529
$73K 0.02%
509
+4
530
$73K 0.02%
424
+362
531
$73K 0.02%
2,531
+2,404
532
$72K 0.02%
1,110
+204
533
$72K 0.02%
+1,518
534
$72K 0.02%
+1,259
535
$72K 0.02%
964
+64
536
$72K 0.02%
1,019
+862
537
$72K 0.02%
1,334
+2
538
$70K 0.02%
589
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539
$70K 0.02%
4,617
+4,561
540
$70K 0.02%
916
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541
$70K 0.02%
507
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$70K 0.02%
5,908
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543
$69K 0.02%
13,857
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544
$69K 0.02%
21,446
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545
$69K 0.02%
747
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546
$69K 0.02%
558
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547
$68K 0.02%
1,810
548
$68K 0.02%
823
+17
549
$68K 0.02%
127
550
$68K 0.02%
3,047
+121
20 21
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