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
1176
$9K ﹤0.01%
56
+44
1177
$9K ﹤0.01%
167
+40
1178
$9K ﹤0.01%
+218
1179
$9K ﹤0.01%
285
+24
1180
$8K ﹤0.01%
110
-15
1181
$8K ﹤0.01%
+155
1182
$8K ﹤0.01%
501
+387
1183
$8K ﹤0.01%
86
-38
1184
$8K ﹤0.01%
1,218
+596
1185
$8K ﹤0.01%
82
1186
$8K ﹤0.01%
+457
1187
$8K ﹤0.01%
331
-837
1188
$8K ﹤0.01%
700
+300
1189
$8K ﹤0.01%
+408
1190
$8K ﹤0.01%
158
+32
1191
$8K ﹤0.01%
139
+97
1192
$8K ﹤0.01%
+1,691
1193
$8K ﹤0.01%
171
+20
1194
$8K ﹤0.01%
1,237
+209
1195
$8K ﹤0.01%
402
1196
$8K ﹤0.01%
59
-1
1197
$8K ﹤0.01%
108
-615
1198
$8K ﹤0.01%
437
-87
1199
$8K ﹤0.01%
297
-148
1200
$8K ﹤0.01%
215
-588
46 47
48
49 50