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
1351
$5K ﹤0.01%
734
-1,375
1352
$5K ﹤0.01%
81
1353
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+160
1354
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310
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+111
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486
-49
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557
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169
+38
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256
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1360
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36
1361
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261
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1363
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285
1364
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65
-3
1365
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+313
1366
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51
1367
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87
1368
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132
+34
1369
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115
1370
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+1,053
1371
$5K ﹤0.01%
1,253
-275
1372
$5K ﹤0.01%
153
1373
$5K ﹤0.01%
60
+46
1374
$5K ﹤0.01%
1,250
-215
1375
$5K ﹤0.01%
717
+667
53 54
55
56 57