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
901
$20K ﹤0.01%
+214
902
$20K ﹤0.01%
1,990
+240
903
$20K ﹤0.01%
366
+99
904
$20K ﹤0.01%
316
+130
905
$20K ﹤0.01%
171
-466
906
$20K ﹤0.01%
156
-15
907
$20K ﹤0.01%
604
-1,656
908
$20K ﹤0.01%
182
+56
909
$20K ﹤0.01%
701
910
$20K ﹤0.01%
985
+337
911
$20K ﹤0.01%
94
+85
912
$20K ﹤0.01%
108
-262
913
$20K ﹤0.01%
1,395
+255
914
$20K ﹤0.01%
160
+8
915
$20K ﹤0.01%
+205
916
$20K ﹤0.01%
268
-849
917
$20K ﹤0.01%
275
918
$19K ﹤0.01%
478
-17
919
$19K ﹤0.01%
646
+622
920
$19K ﹤0.01%
67
+56
921
$19K ﹤0.01%
518
+66
922
$19K ﹤0.01%
223
-877
923
$19K ﹤0.01%
908
924
$19K ﹤0.01%
204
-524
925
$19K ﹤0.01%
652
-118
35 36
37
38 39