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
1701
$2K ﹤0.01%
68
1702
$2K ﹤0.01%
16
1703
$2K ﹤0.01%
+39
1704
$2K ﹤0.01%
42
-127
1705
$2K ﹤0.01%
+52
1706
$2K ﹤0.01%
+465
1707
$2K ﹤0.01%
368
-496
1708
$2K ﹤0.01%
+66
1709
$2K ﹤0.01%
15
1710
$2K ﹤0.01%
+16
1711
$2K ﹤0.01%
74
1712
$2K ﹤0.01%
+397
1713
$2K ﹤0.01%
+91
1714
$2K ﹤0.01%
+78
1715
$2K ﹤0.01%
+187
1716
$2K ﹤0.01%
+53
1717
$2K ﹤0.01%
+76
1718
$2K ﹤0.01%
+181
1719
$2K ﹤0.01%
+33
1720
$2K ﹤0.01%
+211
1721
$2K ﹤0.01%
15
1722
$2K ﹤0.01%
194
1723
$2K ﹤0.01%
41
1724
$2K ﹤0.01%
26
1725
$2K ﹤0.01%
50
67 68
69
70 71