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
1551
$3K ﹤0.01%
+96
1552
$3K ﹤0.01%
+101
1553
$3K ﹤0.01%
421
-15
1554
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+1,148
1555
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400
1556
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+548
1557
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55
-369
1558
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27
-14
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+27
1560
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150
1561
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+13
1562
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64
+24
1563
$3K ﹤0.01%
+512
1564
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89
-6
1565
$3K ﹤0.01%
+763
1566
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1,000
1567
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100
-50
1568
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116
+58
1569
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140
1570
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40
1571
$3K ﹤0.01%
+79
1572
$3K ﹤0.01%
66
1573
$3K ﹤0.01%
33
+12
1574
$3K ﹤0.01%
116
-2,091
1575
$3K ﹤0.01%
+202
61 62
63
64 65