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
1776
$1K ﹤0.01%
+15
1777
$1K ﹤0.01%
+29
1778
$1K ﹤0.01%
25
-1,468
1779
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+11
1780
$1K ﹤0.01%
+388
1781
$1K ﹤0.01%
+22
1782
$1K ﹤0.01%
97
-4,735
1783
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+19
1784
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+39
1785
$1K ﹤0.01%
+21
1786
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+414
1787
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208
+33
1788
$1K ﹤0.01%
+12
1789
$1K ﹤0.01%
621
1790
$1K ﹤0.01%
+27
1791
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+30
1792
$1K ﹤0.01%
+4
1793
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49
-315
1794
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4
1795
$1K ﹤0.01%
+92
1796
$1K ﹤0.01%
+38
1797
$1K ﹤0.01%
+118
1798
$1K ﹤0.01%
+49
1799
$1K ﹤0.01%
+10
1800
$1K ﹤0.01%
+13
70 71
72
73 74