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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
1201
$8K ﹤0.01%
714
+572
1202
$8K ﹤0.01%
+6
1203
$8K ﹤0.01%
+155
1204
$8K ﹤0.01%
1,237
+209
1205
$8K ﹤0.01%
402
1206
$8K ﹤0.01%
158
+32
1207
$8K ﹤0.01%
139
+97
1208
$8K ﹤0.01%
108
-615
1209
$8K ﹤0.01%
297
-148
1210
$8K ﹤0.01%
110
+57
1211
$8K ﹤0.01%
366
+53
1212
$8K ﹤0.01%
+39
1213
$8K ﹤0.01%
610
1214
$8K ﹤0.01%
607
1215
$8K ﹤0.01%
2,583
+1,663
1216
$8K ﹤0.01%
719
+236
1217
$8K ﹤0.01%
501
+387
1218
$8K ﹤0.01%
86
-38
1219
$8K ﹤0.01%
1,342
1220
$8K ﹤0.01%
59
-1
1221
$8K ﹤0.01%
162
+104
1222
$7K ﹤0.01%
2,919
+2,222
1223
$7K ﹤0.01%
372
+75
1224
$7K ﹤0.01%
38
+9
1225
$7K ﹤0.01%
599
47 48
49
50 51