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
1151
$9K ﹤0.01%
263
+178
1152
$9K ﹤0.01%
470
1153
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1154
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+195
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321
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964
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56
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+40
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+218
1164
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285
+24
1165
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666
-429
1166
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681
1167
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140
-71
1168
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375
1169
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+1,174
1170
$9K ﹤0.01%
3,277
-244
1171
$9K ﹤0.01%
480
+118
1172
$9K ﹤0.01%
273
1173
$9K ﹤0.01%
299
1174
$9K ﹤0.01%
438
-9
1175
$9K ﹤0.01%
+71
45 46
47
48 49