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EWA

EverSource Wealth Advisors Portfolio holdings

AUM $3.27B
1-Year Est. Return 23.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.69%
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%
108
1627
$2K ﹤0.01%
90
1628
$2K ﹤0.01%
180
1629
$2K ﹤0.01%
+45
1630
$2K ﹤0.01%
+148
1631
$2K ﹤0.01%
61
-2,204
1632
$2K ﹤0.01%
100
1633
$2K ﹤0.01%
26
-2
1634
$2K ﹤0.01%
54
1635
$2K ﹤0.01%
40
1636
$2K ﹤0.01%
162
1637
$2K ﹤0.01%
15
1638
$2K ﹤0.01%
356
1639
$2K ﹤0.01%
+236
1640
$2K ﹤0.01%
+68
1641
$2K ﹤0.01%
+50
1642
$2K ﹤0.01%
97
-49
1643
$2K ﹤0.01%
41
+27
1644
$2K ﹤0.01%
186
+58
1645
$2K ﹤0.01%
+73
1646
$2K ﹤0.01%
30
1647
$2K ﹤0.01%
60
1648
$2K ﹤0.01%
91
-322
1649
$2K ﹤0.01%
+24
1650
$2K ﹤0.01%
+208
64 65
66
67 68