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
1251
$7K ﹤0.01%
+318
1252
$7K ﹤0.01%
506
-363
1253
$7K ﹤0.01%
345
1254
$7K ﹤0.01%
1,650
1255
$7K ﹤0.01%
576
+84
1256
$7K ﹤0.01%
91
+21
1257
$7K ﹤0.01%
133
+101
1258
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71
1259
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275
-249
1260
$7K ﹤0.01%
57
+9
1261
$7K ﹤0.01%
87
1262
$7K ﹤0.01%
300
1263
$7K ﹤0.01%
436
-329
1264
$7K ﹤0.01%
121
-7
1265
$7K ﹤0.01%
34
-35
1266
$7K ﹤0.01%
249
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1267
$7K ﹤0.01%
+46
1268
$7K ﹤0.01%
491
1269
$7K ﹤0.01%
+480
1270
$6K ﹤0.01%
40
+15
1271
$6K ﹤0.01%
106
+17
1272
$6K ﹤0.01%
232
+217
1273
$6K ﹤0.01%
455
1274
$6K ﹤0.01%
+440
1275
$6K ﹤0.01%
81
49 50
51
52 53