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
151
$590K 0.14%
14,701
-163
152
$589K 0.13%
2,605
-221
153
$586K 0.13%
+10,156
154
$581K 0.13%
2,540
+224
155
$574K 0.13%
9,420
+9,246
156
$570K 0.13%
19,414
-6,931
157
$563K 0.13%
25,366
+6,754
158
$561K 0.13%
6,968
+6,629
159
$561K 0.13%
11,437
-2,030
160
$560K 0.13%
2,847
-337
161
$555K 0.13%
12,775
-4,723
162
$548K 0.13%
6,702
-283
163
$540K 0.12%
2,251
-390
164
$529K 0.12%
17,301
-2,082
165
$528K 0.12%
2,343
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166
$524K 0.12%
6,311
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167
$523K 0.12%
1,154
+256
168
$522K 0.12%
5,954
-949
169
$520K 0.12%
19,576
-1,748
170
$515K 0.12%
17,022
-360
171
$514K 0.12%
2,818
-377
172
$511K 0.12%
1,054
-12
173
$509K 0.12%
8,201
-842
174
$499K 0.11%
1,060
-64
175
$497K 0.11%
31,108
-3,944
5 6
7
8 9