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
76
$1.1M 0.25%
2,336
+918
77
$1.03M 0.24%
23,250
+11,291
78
$1.03M 0.24%
25,086
+11,628
79
$1.01M 0.23%
21,157
-354
80
$1M 0.23%
5,885
-19
81
$990K 0.23%
7,300
+331
82
$984K 0.23%
9,613
+3,623
83
$962K 0.22%
22,006
+12,061
84
$943K 0.22%
7,689
+7,565
85
$934K 0.21%
6,255
-907
86
$931K 0.21%
22,689
+19,139
87
$928K 0.21%
4,253
-196
88
$928K 0.21%
2,598
+1
89
$922K 0.21%
17,718
-1,345
90
$909K 0.21%
11,596
+4,252
91
$901K 0.21%
32,903
+5,722
92
$901K 0.21%
8,777
+874
93
$886K 0.2%
6,164
+3,763
94
$885K 0.2%
10,121
-1,305
95
$884K 0.2%
12,992
+1,286
96
$880K 0.2%
6,474
+4,386
97
$878K 0.2%
15,685
-2,702
98
$878K 0.2%
4,671
+2,346
99
$878K 0.2%
19,168
-2,721
100
$854K 0.2%
70,350
+38,150
2 3
4
5 6