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
1126
$10K ﹤0.01%
168
-767
1127
$10K ﹤0.01%
+403
1128
$10K ﹤0.01%
257
+74
1129
$10K ﹤0.01%
343
-144
1130
$10K ﹤0.01%
1,045
-24
1131
$10K ﹤0.01%
209
1132
$10K ﹤0.01%
879
-15,472
1133
$10K ﹤0.01%
746
1134
$10K ﹤0.01%
265
+125
1135
$10K ﹤0.01%
658
1136
$10K ﹤0.01%
681
1137
$10K ﹤0.01%
+187
1138
$10K ﹤0.01%
1,837
+1,675
1139
$10K ﹤0.01%
510
+480
1140
$10K ﹤0.01%
134
-671
1141
$10K ﹤0.01%
+518
1142
$10K ﹤0.01%
248
+46
1143
$10K ﹤0.01%
+852
1144
$10K ﹤0.01%
481
1145
$10K ﹤0.01%
704
-417
1146
$9K ﹤0.01%
666
-429
1147
$9K ﹤0.01%
681
1148
$9K ﹤0.01%
140
-71
1149
$9K ﹤0.01%
375
1150
$9K ﹤0.01%
+1,174
44 45
46
47 48