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
1401
$5K ﹤0.01%
+131
1402
$5K ﹤0.01%
+637
1403
$5K ﹤0.01%
61
+13
1404
$5K ﹤0.01%
18
-2
1405
$5K ﹤0.01%
89
+32
1406
$5K ﹤0.01%
227
-63
1407
$5K ﹤0.01%
+152
1408
$5K ﹤0.01%
+32
1409
$4K ﹤0.01%
+138
1410
$4K ﹤0.01%
39
+4
1411
$4K ﹤0.01%
+340
1412
$4K ﹤0.01%
+85
1413
$4K ﹤0.01%
+426
1414
$4K ﹤0.01%
163
-228
1415
$4K ﹤0.01%
45
1416
$4K ﹤0.01%
400
1417
$4K ﹤0.01%
+204
1418
$4K ﹤0.01%
49
+44
1419
$4K ﹤0.01%
+32
1420
$4K ﹤0.01%
199
+61
1421
$4K ﹤0.01%
207
-45
1422
$4K ﹤0.01%
+471
1423
$4K ﹤0.01%
314
+234
1424
$4K ﹤0.01%
+262
1425
$4K ﹤0.01%
123
-125
55 56
57
58 59