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
1001
$15K ﹤0.01%
2,038
1002
$15K ﹤0.01%
659
+149
1003
$15K ﹤0.01%
135
+39
1004
$15K ﹤0.01%
662
+510
1005
$15K ﹤0.01%
79
1006
$15K ﹤0.01%
1,318
+1,139
1007
$14K ﹤0.01%
50
1008
$14K ﹤0.01%
562
+299
1009
$14K ﹤0.01%
365
1010
$14K ﹤0.01%
464
+177
1011
$14K ﹤0.01%
288
-90
1012
$14K ﹤0.01%
463
+31
1013
$14K ﹤0.01%
1,044
+854
1014
$14K ﹤0.01%
78
+48
1015
$14K ﹤0.01%
58
-194
1016
$14K ﹤0.01%
272
+39
1017
$14K ﹤0.01%
130
+15
1018
$14K ﹤0.01%
+146
1019
$14K ﹤0.01%
40
+26
1020
$14K ﹤0.01%
2,163
+1,897
1021
$14K ﹤0.01%
+491
1022
$14K ﹤0.01%
249
+128
1023
$14K ﹤0.01%
+229
1024
$14K ﹤0.01%
63
-136
1025
$14K ﹤0.01%
188
+88
39 40
41
42 43