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
1651
$2K ﹤0.01%
71
-148
1652
$2K ﹤0.01%
+324
1653
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+109
1654
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+61
1655
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61
-2,204
1656
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100
1657
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+59
1658
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97
-49
1659
$2K ﹤0.01%
1,017
+660
1660
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186
+58
1661
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30
1662
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91
-322
1663
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250
1664
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+233
1665
$2K ﹤0.01%
+24
1666
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+162
1667
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+208
1668
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41
1669
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+59
1670
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52
-1,306
1671
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4
-2
1672
$2K ﹤0.01%
+119
1673
$2K ﹤0.01%
35
-64
1674
$2K ﹤0.01%
+293
1675
$2K ﹤0.01%
97
65 66
67
68 69