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
101
$849K 0.19%
+44,306
102
$814K 0.19%
25,728
+25,499
103
$803K 0.18%
18,645
-2,346
104
$801K 0.18%
13,323
+12,549
105
$792K 0.18%
19,635
-467
106
$787K 0.18%
6,233
-1,072
107
$782K 0.18%
17,570
-4,973
108
$780K 0.18%
17,790
+945
109
$777K 0.18%
9,020
+3,856
110
$776K 0.18%
10,111
+8,379
111
$772K 0.18%
65,015
+64,662
112
$759K 0.17%
+33,374
113
$758K 0.17%
2,812
-98
114
$757K 0.17%
3,278
+3
115
$750K 0.17%
9,174
+9,150
116
$748K 0.17%
6,545
+1,032
117
$727K 0.17%
3,999
-365
118
$722K 0.17%
7,777
-634
119
$719K 0.16%
8,250
+2,089
120
$716K 0.16%
6,330
+4,275
121
$698K 0.16%
5,195
-470
122
$697K 0.16%
30,590
+9,158
123
$697K 0.16%
28,306
-33,100
124
$695K 0.16%
10,502
-8,977
125
$695K 0.16%
14,402
+13,992
3 4
5
6 7