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
1751
$2K ﹤0.01%
37
-47
1752
$2K ﹤0.01%
+72
1753
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17
1754
$2K ﹤0.01%
108
+22
1755
$2K ﹤0.01%
+142
1756
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108
1757
$2K ﹤0.01%
+113
1758
$2K ﹤0.01%
126
+42
1759
$2K ﹤0.01%
63
-1,625
1760
$2K ﹤0.01%
686
1761
$2K ﹤0.01%
+50
1762
$2K ﹤0.01%
18
1763
$2K ﹤0.01%
90
1764
$2K ﹤0.01%
+85
1765
$1K ﹤0.01%
+18
1766
$1K ﹤0.01%
25
-1,468
1767
$1K ﹤0.01%
+11
1768
$1K ﹤0.01%
+388
1769
$1K ﹤0.01%
+22
1770
$1K ﹤0.01%
97
-4,735
1771
$1K ﹤0.01%
+100
1772
$1K ﹤0.01%
55
1773
$1K ﹤0.01%
+39
1774
$1K ﹤0.01%
+21
1775
$1K ﹤0.01%
+125
69 70
71
72 73