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
1751
$2K ﹤0.01%
144
1752
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+15
1753
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47
1754
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+14
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+104
1756
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+238
1757
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+115
1758
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+147
1759
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35
-49
1760
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+200
1761
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+505
1762
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105
1763
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8
1764
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41
-100
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+16
1766
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+47
1767
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1
-2
1768
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1769
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+2
1770
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174
1771
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90
-250
1772
$1K ﹤0.01%
+47
1773
$1K ﹤0.01%
+83
1774
$1K ﹤0.01%
+14
1775
$1K ﹤0.01%
23
69 70
71
72 73