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
1851
$1K ﹤0.01%
100
1852
$1K ﹤0.01%
+57
1853
$1K ﹤0.01%
+56
1854
$1K ﹤0.01%
+216
1855
$1K ﹤0.01%
+24
1856
$1K ﹤0.01%
37
-72
1857
$1K ﹤0.01%
+12
1858
$1K ﹤0.01%
+193
1859
$1K ﹤0.01%
113
1860
$1K ﹤0.01%
35
-1,936
1861
$1K ﹤0.01%
+17
1862
$1K ﹤0.01%
+33
1863
$1K ﹤0.01%
+84
1864
$1K ﹤0.01%
+32
1865
$1K ﹤0.01%
+37
1866
$1K ﹤0.01%
+4
1867
$1K ﹤0.01%
+75
1868
$1K ﹤0.01%
40
1869
$1K ﹤0.01%
27
1870
$1K ﹤0.01%
+6
1871
$1K ﹤0.01%
+18
1872
$1K ﹤0.01%
+23
1873
$1K ﹤0.01%
+14
1874
$1K ﹤0.01%
115
-333
1875
$1K ﹤0.01%
240
73 74
75
76 77