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EWA

EverSource Wealth Advisors Portfolio holdings

AUM $3.27B
1-Year Est. Return 23.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.69%
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%
82
+14
1152
$9K ﹤0.01%
187
+8
1153
$9K ﹤0.01%
+508
1154
$9K ﹤0.01%
496
+146
1155
$9K ﹤0.01%
263
+178
1156
$9K ﹤0.01%
1,102
-65
1157
$9K ﹤0.01%
3,550
1158
$9K ﹤0.01%
+603
1159
$9K ﹤0.01%
470
1160
$9K ﹤0.01%
338
1161
$9K ﹤0.01%
223
+195
1162
$9K ﹤0.01%
321
+61
1163
$9K ﹤0.01%
56
+44
1164
$9K ﹤0.01%
167
+40
1165
$9K ﹤0.01%
+218
1166
$9K ﹤0.01%
140
-71
1167
$9K ﹤0.01%
+1,174
1168
$9K ﹤0.01%
+82
1169
$9K ﹤0.01%
223
1170
$9K ﹤0.01%
4,827
1171
$9K ﹤0.01%
+154
1172
$9K ﹤0.01%
285
+24
1173
$9K ﹤0.01%
666
-429
1174
$9K ﹤0.01%
681
1175
$9K ﹤0.01%
375
45 46
47
48 49