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
1626
$2K ﹤0.01%
+45
1627
$2K ﹤0.01%
+148
1628
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+13
1629
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31
1630
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+30
1631
$2K ﹤0.01%
61
-2,204
1632
$2K ﹤0.01%
100
1633
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26
-2
1634
$2K ﹤0.01%
54
1635
$2K ﹤0.01%
40
1636
$2K ﹤0.01%
97
-49
1637
$2K ﹤0.01%
1,017
+660
1638
$2K ﹤0.01%
186
+58
1639
$2K ﹤0.01%
+73
1640
$2K ﹤0.01%
30
1641
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60
1642
$2K ﹤0.01%
91
-322
1643
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+233
1644
$2K ﹤0.01%
+59
1645
$2K ﹤0.01%
35
-64
1646
$2K ﹤0.01%
+293
1647
$2K ﹤0.01%
175
1648
$2K ﹤0.01%
168
-54
1649
$2K ﹤0.01%
+59
1650
$2K ﹤0.01%
14
-31
64 65
66
67 68