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
951
$17K ﹤0.01%
+595
952
$17K ﹤0.01%
1,720
+1,261
953
$17K ﹤0.01%
+224
954
$17K ﹤0.01%
428
-1,564
955
$17K ﹤0.01%
217
+63
956
$17K ﹤0.01%
+171
957
$17K ﹤0.01%
122
+50
958
$17K ﹤0.01%
475
959
$17K ﹤0.01%
8
+5
960
$17K ﹤0.01%
207
-556
961
$17K ﹤0.01%
+1,560
962
$17K ﹤0.01%
354
+224
963
$17K ﹤0.01%
771
+763
964
$17K ﹤0.01%
780
+715
965
$17K ﹤0.01%
51
+4
966
$17K ﹤0.01%
+298
967
$17K ﹤0.01%
1,246
968
$17K ﹤0.01%
562
-1,833
969
$17K ﹤0.01%
650
-104
970
$17K ﹤0.01%
660
+447
971
$17K ﹤0.01%
207
+181
972
$17K ﹤0.01%
594
-88
973
$16K ﹤0.01%
326
-1,214
974
$16K ﹤0.01%
+218
975
$16K ﹤0.01%
226
-888
37 38
39
40 41