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
951
$17K ﹤0.01%
1,720
+1,261
952
$17K ﹤0.01%
+224
953
$17K ﹤0.01%
660
+447
954
$17K ﹤0.01%
207
+181
955
$17K ﹤0.01%
594
-88
956
$17K ﹤0.01%
217
+63
957
$17K ﹤0.01%
+823
958
$17K ﹤0.01%
2,106
959
$17K ﹤0.01%
+223
960
$17K ﹤0.01%
354
+224
961
$17K ﹤0.01%
+171
962
$17K ﹤0.01%
122
+50
963
$17K ﹤0.01%
475
964
$17K ﹤0.01%
8
+5
965
$17K ﹤0.01%
207
-556
966
$17K ﹤0.01%
+261
967
$17K ﹤0.01%
+1,262
968
$17K ﹤0.01%
+206
969
$17K ﹤0.01%
771
+763
970
$17K ﹤0.01%
780
+715
971
$17K ﹤0.01%
+595
972
$17K ﹤0.01%
428
-1,564
973
$16K ﹤0.01%
244
+146
974
$16K ﹤0.01%
420
975
$16K ﹤0.01%
1,600
37 38
39
40 41