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
1526
$3K ﹤0.01%
+66
1527
$3K ﹤0.01%
594
+435
1528
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+50
1529
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76
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1530
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1531
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1532
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1533
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1534
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403
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1535
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69
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1537
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1538
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124
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1539
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93
1540
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142
1541
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389
-773
1542
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1543
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+375
1544
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+60
1545
$3K ﹤0.01%
183
1546
$3K ﹤0.01%
+53
1547
$3K ﹤0.01%
208
1548
$3K ﹤0.01%
711
-766
1549
$3K ﹤0.01%
126
-193
1550
$3K ﹤0.01%
+234
60 61
62
63 64