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
1301
$6K ﹤0.01%
162
-161
1302
$6K ﹤0.01%
194
-235
1303
$6K ﹤0.01%
388
+149
1304
$6K ﹤0.01%
184
-60
1305
$6K ﹤0.01%
127
-1,239
1306
$6K ﹤0.01%
99
+35
1307
$6K ﹤0.01%
+151
1308
$6K ﹤0.01%
208
+129
1309
$6K ﹤0.01%
1,702
1310
$6K ﹤0.01%
531
-317
1311
$6K ﹤0.01%
+36
1312
$6K ﹤0.01%
+1,729
1313
$6K ﹤0.01%
160
+25
1314
$6K ﹤0.01%
+135
1315
$6K ﹤0.01%
76
-953
1316
$6K ﹤0.01%
1,228
1317
$6K ﹤0.01%
133
1318
$6K ﹤0.01%
415
-1,906
1319
$6K ﹤0.01%
+586
1320
$6K ﹤0.01%
167
-72
1321
$6K ﹤0.01%
458
1322
$6K ﹤0.01%
+39
1323
$6K ﹤0.01%
117
+39
1324
$6K ﹤0.01%
1,940
-14,104
1325
$6K ﹤0.01%
+189
51 52
53
54 55