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
901
$20K ﹤0.01%
268
-849
902
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275
903
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316
+130
904
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171
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905
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906
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907
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182
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908
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909
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985
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910
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94
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911
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108
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912
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1,395
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913
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265
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914
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311
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915
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652
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916
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918
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646
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919
$19K ﹤0.01%
67
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920
$19K ﹤0.01%
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921
$19K ﹤0.01%
204
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$19K ﹤0.01%
652
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923
$19K ﹤0.01%
1,607
+313
924
$19K ﹤0.01%
478
-17
925
$19K ﹤0.01%
518
+66
35 36
37
38 39