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
1226
$7K ﹤0.01%
236
1227
$7K ﹤0.01%
+1,949
1228
$7K ﹤0.01%
372
-290
1229
$7K ﹤0.01%
258
-61
1230
$7K ﹤0.01%
144
+66
1231
$7K ﹤0.01%
2,919
+2,222
1232
$7K ﹤0.01%
235
-181
1233
$7K ﹤0.01%
377
+84
1234
$7K ﹤0.01%
718
+361
1235
$7K ﹤0.01%
128
+107
1236
$7K ﹤0.01%
+403
1237
$7K ﹤0.01%
227
+157
1238
$7K ﹤0.01%
54
-281
1239
$7K ﹤0.01%
185
+45
1240
$7K ﹤0.01%
1,912
-8,472
1241
$7K ﹤0.01%
2,726
+827
1242
$7K ﹤0.01%
372
+75
1243
$7K ﹤0.01%
246
1244
$7K ﹤0.01%
+84
1245
$7K ﹤0.01%
232
+27
1246
$7K ﹤0.01%
599
1247
$7K ﹤0.01%
504
+63
1248
$7K ﹤0.01%
+150
1249
$7K ﹤0.01%
273
+91
1250
$7K ﹤0.01%
+200
48 49
50
51 52