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
1426
$4K ﹤0.01%
193
+43
1427
$4K ﹤0.01%
59
-98
1428
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237
+155
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162
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+183
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279
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1434
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368
-27
1435
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1436
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41
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1438
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+29
1439
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+116
1440
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906
1441
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256
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1442
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102
-48
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1444
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+35
1445
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+83
1446
$4K ﹤0.01%
+65
1447
$4K ﹤0.01%
152
+49
1448
$4K ﹤0.01%
3,030
1449
$4K ﹤0.01%
32
-21
1450
$4K ﹤0.01%
46
+22
56 57
58
59 60