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
1601
$3K ﹤0.01%
+274
1602
$3K ﹤0.01%
100
1603
$3K ﹤0.01%
361
+129
1604
$3K ﹤0.01%
2,235
1605
$3K ﹤0.01%
38
+22
1606
$3K ﹤0.01%
110
+25
1607
$3K ﹤0.01%
137
+64
1608
$3K ﹤0.01%
+58
1609
$3K ﹤0.01%
+290
1610
$3K ﹤0.01%
37
-133
1611
$3K ﹤0.01%
74
+23
1612
$3K ﹤0.01%
1,456
+879
1613
$3K ﹤0.01%
64
-105
1614
$3K ﹤0.01%
619
-305
1615
$2K ﹤0.01%
+93
1616
$2K ﹤0.01%
41
+8
1617
$2K ﹤0.01%
+72
1618
$2K ﹤0.01%
17
1619
$2K ﹤0.01%
108
+22
1620
$2K ﹤0.01%
+142
1621
$2K ﹤0.01%
108
1622
$2K ﹤0.01%
90
1623
$2K ﹤0.01%
+85
1624
$2K ﹤0.01%
+436
1625
$2K ﹤0.01%
180
63 64
65
66 67