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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
1276
$6K ﹤0.01%
264
-214
1277
$6K ﹤0.01%
+346
1278
$6K ﹤0.01%
63
1279
$6K ﹤0.01%
144
+22
1280
$6K ﹤0.01%
257
-5,999
1281
$6K ﹤0.01%
292
+103
1282
$6K ﹤0.01%
152
1283
$6K ﹤0.01%
114
+69
1284
$6K ﹤0.01%
131
1285
$6K ﹤0.01%
+184
1286
$6K ﹤0.01%
304
1287
$6K ﹤0.01%
125
1288
$6K ﹤0.01%
+76
1289
$6K ﹤0.01%
583
-342
1290
$6K ﹤0.01%
103
+12
1291
$6K ﹤0.01%
+189
1292
$6K ﹤0.01%
184
-60
1293
$6K ﹤0.01%
127
-1,239
1294
$6K ﹤0.01%
99
+35
1295
$6K ﹤0.01%
+151
1296
$6K ﹤0.01%
208
+129
1297
$6K ﹤0.01%
1,702
1298
$6K ﹤0.01%
531
-317
1299
$6K ﹤0.01%
167
-72
1300
$6K ﹤0.01%
+339
50 51
52
53 54