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
1901
$1K ﹤0.01%
13
1902
$1K ﹤0.01%
100
1903
$1K ﹤0.01%
+60
1904
$1K ﹤0.01%
+81
1905
$1K ﹤0.01%
+4
1906
$1K ﹤0.01%
30
1907
$1K ﹤0.01%
135
1908
$1K ﹤0.01%
+9
1909
$1K ﹤0.01%
+126
1910
$1K ﹤0.01%
+34
1911
$1K ﹤0.01%
+356
1912
$1K ﹤0.01%
+11
1913
$1K ﹤0.01%
50
1914
$1K ﹤0.01%
+40
1915
$1K ﹤0.01%
32
-107
1916
$1K ﹤0.01%
+21
1917
$1K ﹤0.01%
25
1918
$1K ﹤0.01%
8
1919
$1K ﹤0.01%
38
-568
1920
$1K ﹤0.01%
+138
1921
$1K ﹤0.01%
+95
1922
$1K ﹤0.01%
+46
1923
$1K ﹤0.01%
+30
1924
$1K ﹤0.01%
+27
1925
$1K ﹤0.01%
100
75 76
77
78 79