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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
1701
$2K ﹤0.01%
+113
1702
$2K ﹤0.01%
126
+42
1703
$2K ﹤0.01%
63
-1,625
1704
$2K ﹤0.01%
18
1705
$2K ﹤0.01%
+85
1706
$2K ﹤0.01%
+436
1707
$2K ﹤0.01%
20
-1,142
1708
$2K ﹤0.01%
150
-132
1709
$2K ﹤0.01%
63
-60
1710
$2K ﹤0.01%
312
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%
+233
1719
$2K ﹤0.01%
+59
1720
$2K ﹤0.01%
33
1721
$2K ﹤0.01%
+153
1722
$2K ﹤0.01%
68
-208
1723
$2K ﹤0.01%
+58
1724
$2K ﹤0.01%
113
-4
1725
$2K ﹤0.01%
+138
67 68
69
70 71