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EWA

EverSource Wealth Advisors Portfolio holdings

AUM $3.27B
1-Year Est. Return 23.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.69%
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
1101
$11K ﹤0.01%
187
1102
$11K ﹤0.01%
1,386
+887
1103
$11K ﹤0.01%
327
-91
1104
$11K ﹤0.01%
+252
1105
$11K ﹤0.01%
250
1106
$11K ﹤0.01%
1,242
+1,027
1107
$11K ﹤0.01%
122
+88
1108
$11K ﹤0.01%
270
1109
$11K ﹤0.01%
+342
1110
$11K ﹤0.01%
176
-19
1111
$11K ﹤0.01%
270
-64
1112
$11K ﹤0.01%
197
-560
1113
$11K ﹤0.01%
354
-1,736
1114
$11K ﹤0.01%
250
1115
$11K ﹤0.01%
227
1116
$11K ﹤0.01%
707
+241
1117
$11K ﹤0.01%
539
-136
1118
$11K ﹤0.01%
272
-81
1119
$10K ﹤0.01%
+202
1120
$10K ﹤0.01%
+71
1121
$10K ﹤0.01%
822
+68
1122
$10K ﹤0.01%
+403
1123
$10K ﹤0.01%
257
+74
1124
$10K ﹤0.01%
343
-144
1125
$10K ﹤0.01%
1,045
-24
43 44
45
46 47