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
1276
$6K ﹤0.01%
+95
1277
$6K ﹤0.01%
264
-214
1278
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+346
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63
1280
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144
+22
1281
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257
-5,999
1282
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292
+103
1283
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1284
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114
+69
1285
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1286
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1287
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87
1288
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93
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1289
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+500
1290
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304
1291
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125
1292
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1293
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583
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103
+12
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+339
1296
$6K ﹤0.01%
403
1297
$6K ﹤0.01%
+63
1298
$6K ﹤0.01%
158
1299
$6K ﹤0.01%
128
+89
1300
$6K ﹤0.01%
+634
50 51
52
53 54