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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
1651
$2K ﹤0.01%
52
-1,306
1652
$2K ﹤0.01%
35
-64
1653
$2K ﹤0.01%
+293
1654
$2K ﹤0.01%
175
1655
$2K ﹤0.01%
168
-54
1656
$2K ﹤0.01%
+59
1657
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14
-31
1658
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20
1659
$2K ﹤0.01%
+174
1660
$2K ﹤0.01%
49
1661
$2K ﹤0.01%
32
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1662
$2K ﹤0.01%
55
-65
1663
$2K ﹤0.01%
68
1664
$2K ﹤0.01%
16
1665
$2K ﹤0.01%
+39
1666
$2K ﹤0.01%
42
-127
1667
$2K ﹤0.01%
+52
1668
$2K ﹤0.01%
+465
1669
$2K ﹤0.01%
368
-496
1670
$2K ﹤0.01%
+16
1671
$2K ﹤0.01%
74
1672
$2K ﹤0.01%
+397
1673
$2K ﹤0.01%
+91
1674
$2K ﹤0.01%
+78
1675
$2K ﹤0.01%
+53
65 66
67
68 69