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
1801
$1K ﹤0.01%
+11
1802
$1K ﹤0.01%
+37
1803
$1K ﹤0.01%
+282
1804
$1K ﹤0.01%
500
1805
$1K ﹤0.01%
101
-12
1806
$1K ﹤0.01%
51
1807
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+63
1808
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23
1809
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+29
1810
$1K ﹤0.01%
+27
1811
$1K ﹤0.01%
+24
1812
$1K ﹤0.01%
+77
1813
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13
1814
$1K ﹤0.01%
100
1815
$1K ﹤0.01%
+60
1816
$1K ﹤0.01%
+123
1817
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+44
1818
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+81
1819
$1K ﹤0.01%
+4
1820
$1K ﹤0.01%
30
1821
$1K ﹤0.01%
135
1822
$1K ﹤0.01%
+9
1823
$1K ﹤0.01%
+126
1824
$1K ﹤0.01%
+34
1825
$1K ﹤0.01%
+356