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
851
$23K 0.01%
976
+146
852
$23K 0.01%
121
+70
853
$23K 0.01%
4,566
+3,253
854
$23K 0.01%
1,691
+533
855
$23K 0.01%
621
+344
856
$23K 0.01%
+938
857
$23K 0.01%
88
+74
858
$23K 0.01%
158
-4
859
$23K 0.01%
92
860
$23K 0.01%
108
+28
861
$23K 0.01%
1,820
+1,270
862
$23K 0.01%
254
-316
863
$23K 0.01%
811
+180
864
$23K 0.01%
239
-3
865
$22K 0.01%
+1,096
866
$22K 0.01%
416
+45
867
$22K 0.01%
361
+8
868
$22K 0.01%
1,061
-515
869
$22K 0.01%
1,451
+461
870
$22K 0.01%
+188
871
$22K 0.01%
1,306
+223
872
$22K 0.01%
312
+12
873
$22K 0.01%
415
-15
874
$22K 0.01%
646
-1,659
875
$22K 0.01%
279
+103
33 34
35
36 37