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
1026
$14K ﹤0.01%
195
+100
1027
$14K ﹤0.01%
221
-1,084
1028
$14K ﹤0.01%
1,350
1029
$14K ﹤0.01%
1,259
+342
1030
$14K ﹤0.01%
1,044
+854
1031
$14K ﹤0.01%
58
-194
1032
$14K ﹤0.01%
272
+39
1033
$14K ﹤0.01%
249
+128
1034
$13K ﹤0.01%
343
-106
1035
$13K ﹤0.01%
115
+22
1036
$13K ﹤0.01%
966
+61
1037
$13K ﹤0.01%
408
+368
1038
$13K ﹤0.01%
+488
1039
$13K ﹤0.01%
+535
1040
$13K ﹤0.01%
65
-10
1041
$13K ﹤0.01%
57
+43
1042
$13K ﹤0.01%
532
+378
1043
$13K ﹤0.01%
1,052
+332
1044
$13K ﹤0.01%
1,180
+555
1045
$13K ﹤0.01%
145
-77
1046
$13K ﹤0.01%
+1,508
1047
$13K ﹤0.01%
+220
1048
$13K ﹤0.01%
319
+59
1049
$13K ﹤0.01%
1,541
+472
1050
$13K ﹤0.01%
535
+190
40 41
42
43 44