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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
1476
$4K ﹤0.01%
525
1477
$4K ﹤0.01%
285
-15
1478
$4K ﹤0.01%
123
-125
1479
$4K ﹤0.01%
59
-98
1480
$4K ﹤0.01%
832
1481
$4K ﹤0.01%
186
+103
1482
$4K ﹤0.01%
30
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1483
$4K ﹤0.01%
64
1484
$4K ﹤0.01%
30
-20
1485
$4K ﹤0.01%
+16
1486
$4K ﹤0.01%
237
+155
1487
$4K ﹤0.01%
+71
1488
$4K ﹤0.01%
+250
1489
$4K ﹤0.01%
162
+99
1490
$4K ﹤0.01%
+183
1491
$4K ﹤0.01%
+683
1492
$4K ﹤0.01%
279
+146
1493
$4K ﹤0.01%
+29
1494
$4K ﹤0.01%
579
1495
$4K ﹤0.01%
446
+210
1496
$4K ﹤0.01%
+348
1497
$3K ﹤0.01%
+27
1498
$3K ﹤0.01%
67
1499
$3K ﹤0.01%
619
-305
1500
$3K ﹤0.01%
76
-90
58 59
60
61 62