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
126
$688K 0.16%
6,924
+5,857
127
$683K 0.16%
14,813
+371
128
$682K 0.16%
2,008
+1,912
129
$675K 0.15%
7,114
-19
130
$667K 0.15%
3,424
-808
131
$666K 0.15%
1,660
+1,644
132
$663K 0.15%
6,852
-326
133
$662K 0.15%
10,821
+9,168
134
$652K 0.15%
8,073
-632
135
$643K 0.15%
3,651
+3,005
136
$634K 0.15%
4,090
-1,264
137
$634K 0.15%
13,188
+29
138
$633K 0.14%
2,372
+397
139
$631K 0.14%
15,775
+889
140
$626K 0.14%
2,951
-362
141
$622K 0.14%
13,530
-7,956
142
$620K 0.14%
1,948
-239
143
$620K 0.14%
2,367
-125
144
$614K 0.14%
1,586
-105
145
$603K 0.14%
5,643
+4,837
146
$601K 0.14%
13,069
+5,655
147
$601K 0.14%
7,447
+3,714
148
$595K 0.14%
10,356
-2,042
149
$593K 0.14%
6,158
+1,289
150
$590K 0.14%
6,249
+3,757
4 5
6
7 8