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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
1776
$1K ﹤0.01%
+45
1777
$1K ﹤0.01%
270
-2,291
1778
$1K ﹤0.01%
+16
1779
$1K ﹤0.01%
+47
1780
$1K ﹤0.01%
1
-2
1781
$1K ﹤0.01%
+2
1782
$1K ﹤0.01%
174
1783
$1K ﹤0.01%
+83
1784
$1K ﹤0.01%
+14
1785
$1K ﹤0.01%
23
1786
$1K ﹤0.01%
+29
1787
$1K ﹤0.01%
25
-1,468
1788
$1K ﹤0.01%
+11
1789
$1K ﹤0.01%
+388
1790
$1K ﹤0.01%
+22
1791
$1K ﹤0.01%
97
-4,735
1792
$1K ﹤0.01%
+19
1793
$1K ﹤0.01%
+39
1794
$1K ﹤0.01%
+21
1795
$1K ﹤0.01%
+414
1796
$1K ﹤0.01%
208
+33
1797
$1K ﹤0.01%
+12
1798
$1K ﹤0.01%
621
1799
$1K ﹤0.01%
+27
1800
$1K ﹤0.01%
+30
70 71
72
73 74