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
1151
$9K ﹤0.01%
234
1152
$9K ﹤0.01%
3,277
-244
1153
$9K ﹤0.01%
480
+118
1154
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273
1155
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+963
1156
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299
1157
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+82
1158
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223
1159
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82
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1160
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187
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1161
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438
-9
1162
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1163
$9K ﹤0.01%
+508
1164
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110
1165
$9K ﹤0.01%
496
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1166
$9K ﹤0.01%
263
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1167
$9K ﹤0.01%
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1168
$9K ﹤0.01%
3,550
1169
$9K ﹤0.01%
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1170
$9K ﹤0.01%
470
1171
$9K ﹤0.01%
338
1172
$9K ﹤0.01%
223
+195
1173
$9K ﹤0.01%
321
+61
1174
$9K ﹤0.01%
936
1175
$9K ﹤0.01%
+154
45 46
47
48 49