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
826
$26K 0.01%
690
827
$25K 0.01%
+146
828
$25K 0.01%
381
+366
829
$25K 0.01%
197
+68
830
$25K 0.01%
343
-124
831
$25K 0.01%
347
+70
832
$25K 0.01%
763
-1,318
833
$25K 0.01%
1,968
+466
834
$25K 0.01%
724
835
$25K 0.01%
776
+484
836
$25K 0.01%
153
+20
837
$25K 0.01%
11,050
+10,131
838
$25K 0.01%
285
839
$25K 0.01%
1,317
+420
840
$25K 0.01%
10,000
841
$24K 0.01%
1,745
842
$24K 0.01%
404
+72
843
$24K 0.01%
3,059
+2,034
844
$24K 0.01%
191
-41
845
$24K 0.01%
1,239
846
$24K 0.01%
1,149
+38
847
$24K 0.01%
+623
848
$24K 0.01%
220
+18
849
$24K 0.01%
678
+628
850
$24K 0.01%
340
+237
32 33
34
35 36