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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
1326
$6K ﹤0.01%
129
+28
1327
$6K ﹤0.01%
225
+117
1328
$6K ﹤0.01%
+63
1329
$6K ﹤0.01%
245
-69
1330
$6K ﹤0.01%
128
+89
1331
$6K ﹤0.01%
+634
1332
$6K ﹤0.01%
162
-161
1333
$6K ﹤0.01%
194
-235
1334
$6K ﹤0.01%
388
+149
1335
$5K ﹤0.01%
+41
1336
$5K ﹤0.01%
35
1337
$5K ﹤0.01%
216
1338
$5K ﹤0.01%
+1,053
1339
$5K ﹤0.01%
1,253
-275
1340
$5K ﹤0.01%
153
1341
$5K ﹤0.01%
27
1342
$5K ﹤0.01%
139
-27
1343
$5K ﹤0.01%
1,000
1344
$5K ﹤0.01%
734
-1,375
1345
$5K ﹤0.01%
81
1346
$5K ﹤0.01%
+160
1347
$5K ﹤0.01%
310
1348
$5K ﹤0.01%
+81
1349
$5K ﹤0.01%
+313
1350
$5K ﹤0.01%
51
52 53
54
55 56