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
1201
$8K ﹤0.01%
402
1202
$8K ﹤0.01%
158
+32
1203
$8K ﹤0.01%
139
+97
1204
$8K ﹤0.01%
108
-615
1205
$8K ﹤0.01%
437
-87
1206
$8K ﹤0.01%
297
-148
1207
$8K ﹤0.01%
215
-588
1208
$8K ﹤0.01%
110
+57
1209
$8K ﹤0.01%
+55
1210
$8K ﹤0.01%
366
+53
1211
$8K ﹤0.01%
+39
1212
$8K ﹤0.01%
610
1213
$8K ﹤0.01%
607
1214
$8K ﹤0.01%
2,583
+1,663
1215
$8K ﹤0.01%
719
+236
1216
$8K ﹤0.01%
501
+387
1217
$8K ﹤0.01%
86
-38
1218
$8K ﹤0.01%
1,342
1219
$8K ﹤0.01%
1,218
+596
1220
$8K ﹤0.01%
59
-1
1221
$8K ﹤0.01%
162
+104
1222
$7K ﹤0.01%
38
+9
1223
$7K ﹤0.01%
43
+27
1224
$7K ﹤0.01%
+342
1225
$7K ﹤0.01%
181
+141
47 48
49
50 51