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
1176
$9K ﹤0.01%
+508
1177
$9K ﹤0.01%
1,102
-65
1178
$9K ﹤0.01%
3,550
1179
$9K ﹤0.01%
+603
1180
$8K ﹤0.01%
110
-15
1181
$8K ﹤0.01%
171
+20
1182
$8K ﹤0.01%
82
1183
$8K ﹤0.01%
+457
1184
$8K ﹤0.01%
331
-837
1185
$8K ﹤0.01%
700
+300
1186
$8K ﹤0.01%
+408
1187
$8K ﹤0.01%
174
+90
1188
$8K ﹤0.01%
84
+34
1189
$8K ﹤0.01%
413
1190
$8K ﹤0.01%
173
-983
1191
$8K ﹤0.01%
570
-48
1192
$8K ﹤0.01%
100
+67
1193
$8K ﹤0.01%
254
1194
$8K ﹤0.01%
+1,691
1195
$8K ﹤0.01%
108
-148
1196
$8K ﹤0.01%
258
+159
1197
$8K ﹤0.01%
714
+572
1198
$8K ﹤0.01%
+6
1199
$8K ﹤0.01%
+155
1200
$8K ﹤0.01%
1,237
+209
46 47
48
49 50