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
1326
$6K ﹤0.01%
5
1327
$6K ﹤0.01%
2,438
-2,316
1328
$6K ﹤0.01%
389
-91
1329
$6K ﹤0.01%
506
-152
1330
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49
1331
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129
+28
1332
$6K ﹤0.01%
225
+117
1333
$6K ﹤0.01%
193
1334
$6K ﹤0.01%
245
-69
1335
$5K ﹤0.01%
+81
1336
$5K ﹤0.01%
104
-1,901
1337
$5K ﹤0.01%
35
-67
1338
$5K ﹤0.01%
+738
1339
$5K ﹤0.01%
115
+5
1340
$5K ﹤0.01%
75
-904
1341
$5K ﹤0.01%
260
-512
1342
$5K ﹤0.01%
33
1343
$5K ﹤0.01%
31
1344
$5K ﹤0.01%
35
1345
$5K ﹤0.01%
216
1346
$5K ﹤0.01%
290
1347
$5K ﹤0.01%
27
1348
$5K ﹤0.01%
+102
1349
$5K ﹤0.01%
139
-27
1350
$5K ﹤0.01%
1,000
52 53
54
55 56