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EWA

EverSource Wealth Advisors Portfolio holdings

AUM $3.27B
1-Year Est. Return 23.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.69%
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%
+84
1252
$7K ﹤0.01%
232
+27
1253
$7K ﹤0.01%
504
+63
1254
$7K ﹤0.01%
+150
1255
$7K ﹤0.01%
273
+91
1256
$7K ﹤0.01%
+200
1257
$7K ﹤0.01%
+318
1258
$7K ﹤0.01%
506
-363
1259
$7K ﹤0.01%
345
1260
$7K ﹤0.01%
91
+21
1261
$7K ﹤0.01%
133
+101
1262
$7K ﹤0.01%
71
1263
$7K ﹤0.01%
275
-249
1264
$7K ﹤0.01%
57
+9
1265
$7K ﹤0.01%
300
1266
$7K ﹤0.01%
121
-7
1267
$7K ﹤0.01%
+46
1268
$7K ﹤0.01%
491
1269
$7K ﹤0.01%
+480
1270
$6K ﹤0.01%
106
+17
1271
$6K ﹤0.01%
232
+217
1272
$6K ﹤0.01%
455
1273
$6K ﹤0.01%
81
1274
$6K ﹤0.01%
40
+15
1275
$6K ﹤0.01%
+95
49 50
51
52 53