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
51
$1.58M 0.36%
34,537
+1,772
52
$1.51M 0.35%
10,494
+2,619
53
$1.49M 0.34%
8,390
-756
54
$1.48M 0.34%
65,809
-14,689
55
$1.47M 0.34%
52,931
-457
56
$1.45M 0.33%
31,700
+2,495
57
$1.44M 0.33%
4,928
+4,470
58
$1.43M 0.33%
5,011
+3,519
59
$1.41M 0.32%
8,717
+4,218
60
$1.38M 0.32%
17,519
+171
61
$1.37M 0.31%
23,742
-5,040
62
$1.34M 0.31%
21,834
+20,798
63
$1.34M 0.31%
2,644
+1,943
64
$1.33M 0.3%
11,891
+4,663
65
$1.31M 0.3%
4,932
+687
66
$1.29M 0.3%
29,874
+18,453
67
$1.28M 0.29%
16,198
+12,589
68
$1.25M 0.29%
13,074
+10,172
69
$1.19M 0.27%
3,679
-60
70
$1.18M 0.27%
26,520
+3,770
71
$1.16M 0.27%
8,346
+5,843
72
$1.16M 0.26%
24,843
+4,624
73
$1.15M 0.26%
49,174
+18,795
74
$1.14M 0.26%
60,464
-7,702
75
$1.11M 0.26%
17,379
-70
1 2
3
4 5