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
1551
$3K ﹤0.01%
534
+214
1552
$3K ﹤0.01%
250
-121
1553
$3K ﹤0.01%
+25
1554
$3K ﹤0.01%
57
-23
1555
$3K ﹤0.01%
+358
1556
$3K ﹤0.01%
+103
1557
$3K ﹤0.01%
+413
1558
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12
-16
1559
$3K ﹤0.01%
19
1560
$3K ﹤0.01%
286
1561
$3K ﹤0.01%
+126
1562
$3K ﹤0.01%
400
1563
$3K ﹤0.01%
+548
1564
$3K ﹤0.01%
55
-369
1565
$3K ﹤0.01%
27
-14
1566
$3K ﹤0.01%
64
+24
1567
$3K ﹤0.01%
+512
1568
$3K ﹤0.01%
89
-6
1569
$3K ﹤0.01%
1,000
1570
$3K ﹤0.01%
100
-50
1571
$3K ﹤0.01%
116
+58
1572
$3K ﹤0.01%
140
1573
$3K ﹤0.01%
40
1574
$3K ﹤0.01%
+79
1575
$3K ﹤0.01%
62
61 62
63
64 65