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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
1551
$3K ﹤0.01%
96
1552
$3K ﹤0.01%
132
1553
$3K ﹤0.01%
+82
1554
$3K ﹤0.01%
403
+84
1555
$3K ﹤0.01%
+145
1556
$3K ﹤0.01%
69
-598
1557
$3K ﹤0.01%
+54
1558
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294
1559
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201
+16
1560
$3K ﹤0.01%
93
1561
$3K ﹤0.01%
142
1562
$3K ﹤0.01%
389
-773
1563
$3K ﹤0.01%
124
-333
1564
$3K ﹤0.01%
+426
1565
$3K ﹤0.01%
44
1566
$3K ﹤0.01%
+375
1567
$3K ﹤0.01%
+60
1568
$3K ﹤0.01%
183
1569
$3K ﹤0.01%
208
1570
$3K ﹤0.01%
711
-766
1571
$3K ﹤0.01%
126
-193
1572
$3K ﹤0.01%
+234
1573
$3K ﹤0.01%
534
+214
1574
$3K ﹤0.01%
57
-23
1575
$3K ﹤0.01%
+358
61 62
63
64 65