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
1776
$1K ﹤0.01%
+7
1777
$1K ﹤0.01%
+51
1778
$1K ﹤0.01%
27
1779
$1K ﹤0.01%
+21
1780
$1K ﹤0.01%
17
-1,143
1781
$1K ﹤0.01%
20
1782
$1K ﹤0.01%
+20
1783
$1K ﹤0.01%
+96
1784
$1K ﹤0.01%
+414
1785
$1K ﹤0.01%
208
+33
1786
$1K ﹤0.01%
+31
1787
$1K ﹤0.01%
+38
1788
$1K ﹤0.01%
2
1789
$1K ﹤0.01%
+39
1790
$1K ﹤0.01%
+12
1791
$1K ﹤0.01%
621
1792
$1K ﹤0.01%
+27
1793
$1K ﹤0.01%
+30
1794
$1K ﹤0.01%
+34
1795
$1K ﹤0.01%
+14
1796
$1K ﹤0.01%
+4
1797
$1K ﹤0.01%
49
-315
1798
$1K ﹤0.01%
4
1799
$1K ﹤0.01%
+92
1800
$1K ﹤0.01%
+38