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
1576
$3K ﹤0.01%
37
-133
1577
$3K ﹤0.01%
74
+23
1578
$3K ﹤0.01%
1,456
+879
1579
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28
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98
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62
1582
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86
-52
1583
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+158
1584
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14
+5
1585
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258
1586
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320
+100
1587
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1588
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+95
1589
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594
+435
1590
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93
1591
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105
1592
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186
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1593
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1594
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1595
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403
+84
1596
$3K ﹤0.01%
267
+247
1597
$3K ﹤0.01%
+145
1598
$3K ﹤0.01%
69
-598
1599
$3K ﹤0.01%
+338
1600
$3K ﹤0.01%
+69
62 63
64
65 66