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
1251
$7K ﹤0.01%
+1,949
1252
$7K ﹤0.01%
372
-290
1253
$7K ﹤0.01%
258
-61
1254
$7K ﹤0.01%
144
+66
1255
$7K ﹤0.01%
504
+63
1256
$7K ﹤0.01%
2,919
+2,222
1257
$7K ﹤0.01%
235
-181
1258
$7K ﹤0.01%
+150
1259
$7K ﹤0.01%
273
+91
1260
$7K ﹤0.01%
+200
1261
$7K ﹤0.01%
71
1262
$7K ﹤0.01%
121
-7
1263
$7K ﹤0.01%
34
-35
1264
$7K ﹤0.01%
249
+90
1265
$7K ﹤0.01%
+46
1266
$7K ﹤0.01%
491
1267
$7K ﹤0.01%
1,912
-8,472
1268
$7K ﹤0.01%
2,726
+827
1269
$7K ﹤0.01%
+480
1270
$6K ﹤0.01%
+63
1271
$6K ﹤0.01%
455
1272
$6K ﹤0.01%
+36
1273
$6K ﹤0.01%
81
1274
$6K ﹤0.01%
+135
1275
$6K ﹤0.01%
144
+22
49 50
51
52 53