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
1451
$4K ﹤0.01%
329
+244
1452
$4K ﹤0.01%
+91
1453
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48
-23
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1456
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49
+44
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+32
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199
+61
1459
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207
-45
1460
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314
+234
1461
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1462
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+236
1463
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+158
1464
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906
1465
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180
1466
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93
-81
1467
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175
1468
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285
-15
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78
-50
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123
-125
1471
$4K ﹤0.01%
59
-98
1472
$4K ﹤0.01%
832
1473
$4K ﹤0.01%
135
+82
1474
$4K ﹤0.01%
186
+103
1475
$4K ﹤0.01%
30
-401
57 58
59
60 61