We are live on ! Find out more
EWA

EverSource Wealth Advisors Portfolio holdings

AUM $3.27B
1-Year Est. Return 23.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.69%
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
876
$22K 0.01%
247
-51
877
$22K 0.01%
151
+144
878
$22K 0.01%
1,640
879
$22K 0.01%
729
+12
880
$21K ﹤0.01%
686
+72
881
$21K ﹤0.01%
943
+803
882
$21K ﹤0.01%
258
-662
883
$21K ﹤0.01%
+915
884
$21K ﹤0.01%
412
+78
885
$21K ﹤0.01%
699
886
$21K ﹤0.01%
384
+278
887
$21K ﹤0.01%
450
888
$21K ﹤0.01%
63
+60
889
$21K ﹤0.01%
+670
890
$21K ﹤0.01%
141
891
$21K ﹤0.01%
375
+278
892
$21K ﹤0.01%
+4,438
893
$21K ﹤0.01%
1,257
-122
894
$21K ﹤0.01%
435
-1,187
895
$21K ﹤0.01%
586
+104
896
$21K ﹤0.01%
1,028
+209
897
$20K ﹤0.01%
265
-130
898
$20K ﹤0.01%
311
+222
899
$20K ﹤0.01%
652
+9
900
$20K ﹤0.01%
+214
34 35
36
37 38