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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
1426
$4K ﹤0.01%
160
+20
1427
$4K ﹤0.01%
+74
1428
$4K ﹤0.01%
48
-23
1429
$4K ﹤0.01%
175
1430
$4K ﹤0.01%
214
+41
1431
$4K ﹤0.01%
911
1432
$4K ﹤0.01%
+204
1433
$4K ﹤0.01%
+471
1434
$4K ﹤0.01%
41
+22
1435
$4K ﹤0.01%
+116
1436
$4K ﹤0.01%
+173
1437
$4K ﹤0.01%
+262
1438
$4K ﹤0.01%
+121
1439
$4K ﹤0.01%
+62
1440
$4K ﹤0.01%
+301
1441
$4K ﹤0.01%
292
+276
1442
$4K ﹤0.01%
78
-50
1443
$4K ﹤0.01%
422
-1,525
1444
$4K ﹤0.01%
193
+43
1445
$4K ﹤0.01%
135
+82
1446
$4K ﹤0.01%
655
1447
$4K ﹤0.01%
133
+120
1448
$4K ﹤0.01%
311
-244
1449
$4K ﹤0.01%
373
+146
1450
$4K ﹤0.01%
256
-76
56 57
58
59 60