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
1501
$3K ﹤0.01%
101
-1,476
1502
$3K ﹤0.01%
+167
1503
$3K ﹤0.01%
+48
1504
$3K ﹤0.01%
65
1505
$3K ﹤0.01%
57
+16
1506
$3K ﹤0.01%
+262
1507
$3K ﹤0.01%
+152
1508
$3K ﹤0.01%
+96
1509
$3K ﹤0.01%
+101
1510
$3K ﹤0.01%
421
-15
1511
$3K ﹤0.01%
+1,148
1512
$3K ﹤0.01%
+27
1513
$3K ﹤0.01%
67
1514
$3K ﹤0.01%
+594
1515
$3K ﹤0.01%
150
1516
$3K ﹤0.01%
+13
1517
$3K ﹤0.01%
+763
1518
$3K ﹤0.01%
66
1519
$3K ﹤0.01%
33
+12
1520
$3K ﹤0.01%
116
-2,091
1521
$3K ﹤0.01%
+202
1522
$3K ﹤0.01%
28
-13
1523
$3K ﹤0.01%
98
-40
1524
$3K ﹤0.01%
258
1525
$3K ﹤0.01%
320
+100
59 60
61
62 63