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
1101
$11K ﹤0.01%
73
-27
1102
$11K ﹤0.01%
818
1103
$11K ﹤0.01%
230
-22
1104
$11K ﹤0.01%
+221
1105
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189
1106
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735
+73
1107
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237
+177
1108
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270
-64
1109
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197
-560
1110
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187
1111
$11K ﹤0.01%
354
-1,736
1112
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250
1113
$11K ﹤0.01%
1,386
+887
1114
$11K ﹤0.01%
327
-91
1115
$11K ﹤0.01%
+252
1116
$11K ﹤0.01%
250
1117
$11K ﹤0.01%
1,242
+1,027
1118
$11K ﹤0.01%
227
1119
$10K ﹤0.01%
110
1120
$10K ﹤0.01%
+47
1121
$10K ﹤0.01%
336
+31
1122
$10K ﹤0.01%
+202
1123
$10K ﹤0.01%
+71
1124
$10K ﹤0.01%
822
+68
1125
$10K ﹤0.01%
289
-409
43 44
45
46 47