EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.53B
1-Year Est. Return 23.79%
This Quarter Est. Return
1 Year Est. Return
+23.79%
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
+$4.56M
3
+$4.32M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.14M
5
AAPL icon
Apple
AAPL
+$2.46M

Top Sells

1
+$1.08M
2
+$815K
3
+$683K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$645K
5
IIIV icon
i3 Verticals
IIIV
+$601K

Sector Composition

1 Technology 12.9%
2 Financials 6.71%
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
1326
$6K ﹤0.01%
5
1327
$6K ﹤0.01%
2,438
-2,316
1328
$6K ﹤0.01%
389
-91
1329
$6K ﹤0.01%
127
-1,239
1330
$6K ﹤0.01%
99
+35
1331
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+151
1332
$6K ﹤0.01%
208
+129
1333
$6K ﹤0.01%
1,702
1334
$6K ﹤0.01%
531
-317
1335
$5K ﹤0.01%
81
1336
$5K ﹤0.01%
106
1337
$5K ﹤0.01%
104
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1338
$5K ﹤0.01%
35
-67
1339
$5K ﹤0.01%
84
1340
$5K ﹤0.01%
65
1341
$5K ﹤0.01%
+595
1342
$5K ﹤0.01%
142
1343
$5K ﹤0.01%
101
1344
$5K ﹤0.01%
+738
1345
$5K ﹤0.01%
632
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1346
$5K ﹤0.01%
115
+5
1347
$5K ﹤0.01%
75
-904
1348
$5K ﹤0.01%
260
-512
1349
$5K ﹤0.01%
33
1350
$5K ﹤0.01%
462
+205
52 53
54
55 56