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
176
$494K 0.11%
3,137
+3,023
177
$491K 0.11%
8,954
-1,718
178
$490K 0.11%
7,428
-412
179
$479K 0.11%
2,951
+56
180
$478K 0.11%
4,260
+4,236
181
$472K 0.11%
9,478
+486
182
$470K 0.11%
1,978
+64
183
$469K 0.11%
2,737
-336
184
$465K 0.11%
+12,385
185
$462K 0.11%
6,365
+838
186
$462K 0.11%
6,134
-715
187
$456K 0.1%
1,635
+1,341
188
$454K 0.1%
1,761
+285
189
$454K 0.1%
1,650
-189
190
$453K 0.1%
1,203
+821
191
$453K 0.1%
4,352
-992
192
$444K 0.1%
804
+18
193
$428K 0.1%
+11,713
194
$422K 0.1%
1,470
-79
195
$418K 0.1%
3,864
+572
196
$418K 0.1%
4,845
+1,750
197
$408K 0.09%
8,715
-585
198
$405K 0.09%
1,568
-364
199
$403K 0.09%
13,066
+12,971
200
$397K 0.09%
1,175
-55
6 7
8
9 10