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
551
$68K 0.02%
2,578
+1,038
552
$68K 0.02%
2,506
+211
553
$68K 0.02%
3,400
+3,315
554
$68K 0.02%
+1,251
555
$67K 0.02%
2,638
-930
556
$66K 0.02%
3,028
+2,635
557
$66K 0.02%
2,785
+285
558
$66K 0.02%
1,421
+143
559
$66K 0.02%
2,292
560
$66K 0.02%
+3,731
561
$65K 0.01%
+1,526
562
$65K 0.01%
1,113
-389
563
$65K 0.01%
1,332
+277
564
$65K 0.01%
1,282
-135
565
$65K 0.01%
1,074
+29
566
$64K 0.01%
+1,396
567
$64K 0.01%
1,832
+553
568
$64K 0.01%
1,130
+683
569
$64K 0.01%
911
+31
570
$64K 0.01%
+516
571
$63K 0.01%
469
+55
572
$63K 0.01%
1,371
+424
573
$63K 0.01%
1,018
+962
574
$63K 0.01%
5,273
+1,848
575
$63K 0.01%
2,218
-1,066
21 22
23
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