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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
1751
$2K ﹤0.01%
+66
1752
$2K ﹤0.01%
15
1753
$2K ﹤0.01%
+187
1754
$2K ﹤0.01%
+76
1755
$2K ﹤0.01%
+181
1756
$2K ﹤0.01%
+33
1757
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50
1758
$2K ﹤0.01%
41
1759
$2K ﹤0.01%
144
1760
$2K ﹤0.01%
+15
1761
$2K ﹤0.01%
47
1762
$2K ﹤0.01%
+14
1763
$2K ﹤0.01%
+115
1764
$2K ﹤0.01%
+147
1765
$1K ﹤0.01%
119
-701
1766
$1K ﹤0.01%
+21
1767
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5
1768
$1K ﹤0.01%
35
1769
$1K ﹤0.01%
+31
1770
$1K ﹤0.01%
+152
1771
$1K ﹤0.01%
+10
1772
$1K ﹤0.01%
+59
1773
$1K ﹤0.01%
+35
1774
$1K ﹤0.01%
25
-11
1775
$1K ﹤0.01%
+41
69 70
71
72 73