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
1376
$5K ﹤0.01%
65
-3
1377
$5K ﹤0.01%
33
+22
1378
$5K ﹤0.01%
+81
1379
$5K ﹤0.01%
+313
1380
$5K ﹤0.01%
51
1381
$5K ﹤0.01%
+273
1382
$5K ﹤0.01%
87
1383
$5K ﹤0.01%
132
+34
1384
$5K ﹤0.01%
533
1385
$5K ﹤0.01%
+346
1386
$5K ﹤0.01%
115
1387
$5K ﹤0.01%
+1,053
1388
$5K ﹤0.01%
1,253
-275
1389
$5K ﹤0.01%
153
1390
$5K ﹤0.01%
60
+46
1391
$5K ﹤0.01%
1,250
-215
1392
$5K ﹤0.01%
75
1393
$5K ﹤0.01%
50
1394
$5K ﹤0.01%
717
+667
1395
$5K ﹤0.01%
64
1396
$5K ﹤0.01%
179
+44
1397
$5K ﹤0.01%
460
1398
$5K ﹤0.01%
+1,078
1399
$5K ﹤0.01%
+346
1400
$5K ﹤0.01%
192
+37
54 55
56
57 58