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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
1726
$2K ﹤0.01%
55
1727
$2K ﹤0.01%
130
+121
1728
$2K ﹤0.01%
+21
1729
$2K ﹤0.01%
86
1730
$2K ﹤0.01%
+13
1731
$2K ﹤0.01%
31
1732
$2K ﹤0.01%
+30
1733
$2K ﹤0.01%
+109
1734
$2K ﹤0.01%
25
-195
1735
$2K ﹤0.01%
+25
1736
$2K ﹤0.01%
246
-358
1737
$2K ﹤0.01%
71
+9
1738
$2K ﹤0.01%
250
1739
$2K ﹤0.01%
+162
1740
$2K ﹤0.01%
41
1741
$2K ﹤0.01%
4
-2
1742
$2K ﹤0.01%
+119
1743
$2K ﹤0.01%
97
1744
$2K ﹤0.01%
75
1745
$2K ﹤0.01%
+44
1746
$2K ﹤0.01%
+194
1747
$2K ﹤0.01%
38
1748
$2K ﹤0.01%
15
1749
$2K ﹤0.01%
56
1750
$2K ﹤0.01%
80
+75
68 69
70
71 72