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
1076
$12K ﹤0.01%
480
1077
$12K ﹤0.01%
657
+88
1078
$12K ﹤0.01%
180
-695
1079
$12K ﹤0.01%
131
-62
1080
$12K ﹤0.01%
379
-983
1081
$12K ﹤0.01%
52
1082
$12K ﹤0.01%
601
+459
1083
$11K ﹤0.01%
1,315
+1,107
1084
$11K ﹤0.01%
278
-1,404
1085
$11K ﹤0.01%
313
-182
1086
$11K ﹤0.01%
1,539
+492
1087
$11K ﹤0.01%
402
+113
1088
$11K ﹤0.01%
122
+88
1089
$11K ﹤0.01%
270
1090
$11K ﹤0.01%
414
+43
1091
$11K ﹤0.01%
707
+241
1092
$11K ﹤0.01%
+342
1093
$11K ﹤0.01%
539
-136
1094
$11K ﹤0.01%
272
-81
1095
$11K ﹤0.01%
384
1096
$11K ﹤0.01%
176
-19
1097
$11K ﹤0.01%
298
+97
1098
$11K ﹤0.01%
734
+129
1099
$11K ﹤0.01%
1,402
-2,001
1100
$11K ﹤0.01%
817
-3,846
42 43
44
45 46