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
801
$27K 0.01%
1,168
+51
802
$27K 0.01%
316
-28
803
$27K 0.01%
+1,267
804
$27K 0.01%
1,107
-18
805
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806
$27K 0.01%
446
-16
807
$26K 0.01%
1,408
-1,574
808
$26K 0.01%
536
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809
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568
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810
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820
811
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460
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1,603
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813
$26K 0.01%
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814
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91
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815
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816
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4,698
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817
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818
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381
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591
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370
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824
$26K 0.01%
322
-19
825
$26K 0.01%
14,026
+11,108
31 32
33
34 35