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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
1376
$5K ﹤0.01%
533
1377
$5K ﹤0.01%
75
1378
$5K ﹤0.01%
50
1379
$5K ﹤0.01%
+346
1380
$5K ﹤0.01%
+637
1381
$5K ﹤0.01%
61
+13
1382
$5K ﹤0.01%
18
-2
1383
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227
-63
1384
$5K ﹤0.01%
+152
1385
$5K ﹤0.01%
+32
1386
$5K ﹤0.01%
33
+22
1387
$5K ﹤0.01%
+346
1388
$5K ﹤0.01%
104
-1,901
1389
$5K ﹤0.01%
35
-67
1390
$5K ﹤0.01%
101
1391
$5K ﹤0.01%
+738
1392
$5K ﹤0.01%
632
+412
1393
$5K ﹤0.01%
115
+5
1394
$5K ﹤0.01%
75
-904
1395
$5K ﹤0.01%
260
-512
1396
$5K ﹤0.01%
462
+205
1397
$5K ﹤0.01%
31
1398
$5K ﹤0.01%
+93
1399
$5K ﹤0.01%
290
1400
$5K ﹤0.01%
+111
54 55
56
57 58