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
651
$48K 0.01%
910
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652
$48K 0.01%
767
-265
653
$47K 0.01%
+4,689
654
$47K 0.01%
627
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655
$47K 0.01%
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656
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657
$46K 0.01%
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658
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569
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659
$45K 0.01%
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-2,596
660
$45K 0.01%
1,579
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661
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488
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652
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514
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665
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666
$43K 0.01%
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$43K 0.01%
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3,315
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672
$43K 0.01%
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673
$42K 0.01%
537
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674
$42K 0.01%
311
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675
$42K 0.01%
2,889
-926
25 26
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