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
1901
$1K ﹤0.01%
+27
1902
$1K ﹤0.01%
+82
1903
$1K ﹤0.01%
100
1904
$1K ﹤0.01%
134
-358
1905
$1K ﹤0.01%
+23
1906
$1K ﹤0.01%
112
1907
$1K ﹤0.01%
15
1908
$1K ﹤0.01%
+66
1909
$1K ﹤0.01%
+52
1910
$1K ﹤0.01%
22
-59
1911
$1K ﹤0.01%
+11
1912
$1K ﹤0.01%
+12
1913
$1K ﹤0.01%
+2
1914
$1K ﹤0.01%
+36
1915
$1K ﹤0.01%
100
1916
$1K ﹤0.01%
+57
1917
$1K ﹤0.01%
+13
1918
$1K ﹤0.01%
+32
1919
$1K ﹤0.01%
10
1920
$1K ﹤0.01%
+47
1921
$1K ﹤0.01%
26
+12
1922
$1K ﹤0.01%
119
-701
1923
$1K ﹤0.01%
+24
1924
$1K ﹤0.01%
37
-72
1925
$1K ﹤0.01%
+12
75 76
77
78 79