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
1226
$7K ﹤0.01%
1,650
1227
$7K ﹤0.01%
576
+84
1228
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718
+361
1229
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128
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1230
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1231
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227
+157
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54
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91
+21
1234
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133
+101
1235
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275
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1237
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1238
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1239
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436
-329
1240
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185
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1242
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1245
$7K ﹤0.01%
+84
1246
$7K ﹤0.01%
232
+27
1247
$7K ﹤0.01%
+342
1248
$7K ﹤0.01%
181
+141
1249
$7K ﹤0.01%
236
1250
$7K ﹤0.01%
599
48 49
50
51 52