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
1601
$3K ﹤0.01%
302
1602
$3K ﹤0.01%
+54
1603
$3K ﹤0.01%
21
+4
1604
$3K ﹤0.01%
+37
1605
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294
1606
$3K ﹤0.01%
+426
1607
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201
+16
1608
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124
-333
1609
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93
1610
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142
1611
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352
1612
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389
-773
1613
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400
-178
1614
$3K ﹤0.01%
50
1615
$2K ﹤0.01%
+436
1616
$2K ﹤0.01%
20
-1,142
1617
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54
1618
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180
1619
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40
1620
$2K ﹤0.01%
86
1621
$2K ﹤0.01%
+45
1622
$2K ﹤0.01%
+148
1623
$2K ﹤0.01%
+13
1624
$2K ﹤0.01%
31
1625
$2K ﹤0.01%
+30
63 64
65
66 67