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
1076
$12K ﹤0.01%
246
+115
1077
$12K ﹤0.01%
735
-184
1078
$12K ﹤0.01%
322
1079
$12K ﹤0.01%
447
+115
1080
$12K ﹤0.01%
134
+108
1081
$12K ﹤0.01%
101
1082
$12K ﹤0.01%
+143
1083
$11K ﹤0.01%
1,315
+1,107
1084
$11K ﹤0.01%
313
-182
1085
$11K ﹤0.01%
278
-1,404
1086
$11K ﹤0.01%
1,539
+492
1087
$11K ﹤0.01%
402
+113
1088
$11K ﹤0.01%
414
+43
1089
$11K ﹤0.01%
384
1090
$11K ﹤0.01%
1,402
-2,001
1091
$11K ﹤0.01%
817
-3,846
1092
$11K ﹤0.01%
73
-27
1093
$11K ﹤0.01%
818
1094
$11K ﹤0.01%
230
-22
1095
$11K ﹤0.01%
+221
1096
$11K ﹤0.01%
189
1097
$11K ﹤0.01%
735
+73
1098
$11K ﹤0.01%
237
+177
1099
$11K ﹤0.01%
327
-91
1100
$11K ﹤0.01%
+252
42 43
44
45 46