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
1201
$8K ﹤0.01%
110
+57
1202
$8K ﹤0.01%
+55
1203
$8K ﹤0.01%
174
+90
1204
$8K ﹤0.01%
366
+53
1205
$8K ﹤0.01%
+39
1206
$8K ﹤0.01%
610
1207
$8K ﹤0.01%
607
1208
$8K ﹤0.01%
2,583
+1,663
1209
$8K ﹤0.01%
84
+34
1210
$8K ﹤0.01%
413
1211
$8K ﹤0.01%
173
-983
1212
$8K ﹤0.01%
719
+236
1213
$8K ﹤0.01%
570
-48
1214
$8K ﹤0.01%
100
+67
1215
$8K ﹤0.01%
254
1216
$8K ﹤0.01%
108
-148
1217
$8K ﹤0.01%
258
+159
1218
$8K ﹤0.01%
714
+572
1219
$8K ﹤0.01%
+6
1220
$8K ﹤0.01%
162
+104
1221
$8K ﹤0.01%
1,342
1222
$7K ﹤0.01%
377
+84
1223
$7K ﹤0.01%
+318
1224
$7K ﹤0.01%
506
-363
1225
$7K ﹤0.01%
345
47 48
49
50 51