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
1051
$13K ﹤0.01%
139
+20
1052
$13K ﹤0.01%
88
+63
1053
$13K ﹤0.01%
275
+103
1054
$13K ﹤0.01%
492
+474
1055
$13K ﹤0.01%
211
-70
1056
$13K ﹤0.01%
649
1057
$13K ﹤0.01%
596
+288
1058
$13K ﹤0.01%
+658
1059
$12K ﹤0.01%
1,000
-482
1060
$12K ﹤0.01%
3,178
-12,902
1061
$12K ﹤0.01%
646
+642
1062
$12K ﹤0.01%
931
1063
$12K ﹤0.01%
+989
1064
$12K ﹤0.01%
+171
1065
$12K ﹤0.01%
163
+32
1066
$12K ﹤0.01%
319
1067
$12K ﹤0.01%
143
-57
1068
$12K ﹤0.01%
370
+11
1069
$12K ﹤0.01%
480
1070
$12K ﹤0.01%
657
+88
1071
$12K ﹤0.01%
131
-62
1072
$12K ﹤0.01%
379
-983
1073
$12K ﹤0.01%
52
1074
$12K ﹤0.01%
601
+459
1075
$12K ﹤0.01%
180
-695
41 42
43
44 45