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
1501
$3K ﹤0.01%
197
1502
$3K ﹤0.01%
183
1503
$3K ﹤0.01%
+53
1504
$3K ﹤0.01%
208
1505
$3K ﹤0.01%
711
-766
1506
$3K ﹤0.01%
+274
1507
$3K ﹤0.01%
+234
1508
$3K ﹤0.01%
44
1509
$3K ﹤0.01%
534
+214
1510
$3K ﹤0.01%
+375
1511
$3K ﹤0.01%
101
-1,476
1512
$3K ﹤0.01%
2,235
1513
$3K ﹤0.01%
38
+22
1514
$3K ﹤0.01%
+25
1515
$3K ﹤0.01%
+167
1516
$3K ﹤0.01%
+48
1517
$3K ﹤0.01%
57
-23
1518
$3K ﹤0.01%
65
1519
$3K ﹤0.01%
67
1520
$3K ﹤0.01%
+594
1521
$3K ﹤0.01%
+1,586
1522
$3K ﹤0.01%
+50
1523
$3K ﹤0.01%
64
-105
1524
$3K ﹤0.01%
619
-305
1525
$3K ﹤0.01%
76
-90
59 60
61
62 63