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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
1526
$3K ﹤0.01%
150
1527
$3K ﹤0.01%
+13
1528
$3K ﹤0.01%
+512
1529
$3K ﹤0.01%
+763
1530
$3K ﹤0.01%
100
-50
1531
$3K ﹤0.01%
66
1532
$3K ﹤0.01%
33
+12
1533
$3K ﹤0.01%
116
-2,091
1534
$3K ﹤0.01%
+202
1535
$3K ﹤0.01%
1,456
+879
1536
$3K ﹤0.01%
112
-52
1537
$3K ﹤0.01%
98
-40
1538
$3K ﹤0.01%
86
-52
1539
$3K ﹤0.01%
+158
1540
$3K ﹤0.01%
+1,586
1541
$3K ﹤0.01%
48
1542
$3K ﹤0.01%
258
1543
$3K ﹤0.01%
320
+100
1544
$3K ﹤0.01%
+66
1545
$3K ﹤0.01%
594
+435
1546
$3K ﹤0.01%
+50
1547
$3K ﹤0.01%
64
-105
1548
$3K ﹤0.01%
54
-157
1549
$3K ﹤0.01%
43
-1
1550
$3K ﹤0.01%
+46
60 61
62
63 64