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
1401
$5K ﹤0.01%
61
+13
1402
$5K ﹤0.01%
18
-2
1403
$5K ﹤0.01%
89
+32
1404
$5K ﹤0.01%
227
-63
1405
$5K ﹤0.01%
+152
1406
$5K ﹤0.01%
+32
1407
$5K ﹤0.01%
33
+22
1408
$5K ﹤0.01%
+346
1409
$4K ﹤0.01%
43
1410
$4K ﹤0.01%
187
1411
$4K ﹤0.01%
+35
1412
$4K ﹤0.01%
+83
1413
$4K ﹤0.01%
45
1414
$4K ﹤0.01%
400
1415
$4K ﹤0.01%
+65
1416
$4K ﹤0.01%
152
+49
1417
$4K ﹤0.01%
3,030
1418
$4K ﹤0.01%
32
-21
1419
$4K ﹤0.01%
46
+22
1420
$4K ﹤0.01%
108
-154
1421
$4K ﹤0.01%
+49
1422
$4K ﹤0.01%
+96
1423
$4K ﹤0.01%
160
+20
1424
$4K ﹤0.01%
175
1425
$4K ﹤0.01%
214
+41
55 56
57
58 59