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
576
$63K 0.01%
1,371
+424
577
$62K 0.01%
172
+101
578
$62K 0.01%
520
-120
579
$61K 0.01%
2,156
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581
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2,858
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1,685
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$61K 0.01%
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584
$61K 0.01%
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585
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586
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-198
587
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+2,090
588
$60K 0.01%
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1,368
+212
590
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+9,725
591
$60K 0.01%
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9,244
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594
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596
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1,114
+50
597
$58K 0.01%
671
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598
$58K 0.01%
2,536
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599
$58K 0.01%
+523
600
$57K 0.01%
307
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22 23
24
25 26