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
1126
$10K ﹤0.01%
110
1127
$10K ﹤0.01%
822
+68
1128
$10K ﹤0.01%
289
-409
1129
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168
-767
1130
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209
1131
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879
-15,472
1132
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746
1133
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265
+125
1134
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658
1135
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681
1136
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510
+480
1137
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134
-671
1138
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248
+46
1139
$10K ﹤0.01%
+852
1140
$10K ﹤0.01%
481
1141
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704
-417
1142
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+47
1143
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336
+31
1144
$10K ﹤0.01%
+202
1145
$10K ﹤0.01%
+71
1146
$9K ﹤0.01%
+963
1147
$9K ﹤0.01%
82
+14
1148
$9K ﹤0.01%
187
+8
1149
$9K ﹤0.01%
110
1150
$9K ﹤0.01%
496
+146
44 45
46
47 48