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
1701
$2K ﹤0.01%
15
1702
$2K ﹤0.01%
356
1703
$2K ﹤0.01%
+236
1704
$2K ﹤0.01%
+68
1705
$2K ﹤0.01%
150
-132
1706
$2K ﹤0.01%
63
-60
1707
$2K ﹤0.01%
312
1708
$2K ﹤0.01%
25
-195
1709
$2K ﹤0.01%
+25
1710
$2K ﹤0.01%
246
-358
1711
$2K ﹤0.01%
82
1712
$2K ﹤0.01%
+122
1713
$2K ﹤0.01%
+19
1714
$2K ﹤0.01%
71
-148
1715
$2K ﹤0.01%
+324
1716
$2K ﹤0.01%
+109
1717
$2K ﹤0.01%
+61
1718
$2K ﹤0.01%
71
+9
1719
$2K ﹤0.01%
250
1720
$2K ﹤0.01%
+24
1721
$2K ﹤0.01%
+162
1722
$2K ﹤0.01%
+208
1723
$2K ﹤0.01%
41
1724
$2K ﹤0.01%
52
-1,306
1725
$2K ﹤0.01%
4
-2
67 68
69
70 71