We are live on ! Find out more
EWA

EverSource Wealth Advisors Portfolio holdings

AUM $3.27B
1-Year Est. Return 23.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.69%
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
2151
$0 ﹤0.01%
3
2152
– –
-12
2153
– –
-353
2154
– –
-7
2155
– –
-2,122
2156
– –
-467
2157
– –
-191
2158
$0 ﹤0.01%
+12
2159
– –
-228
2160
$0 ﹤0.01%
6
2161
– –
-214
2162
– –
-981
2163
– –
-33
2164
$0 ﹤0.01%
250
2165
$0 ﹤0.01%
+15
2166
$0 ﹤0.01%
+34
2167
$0 ﹤0.01%
+6
2168
$0 ﹤0.01%
12
2169
– –
-199
2170
– –
-197
2171
– –
-36
2172
– –
-265
2173
– –
-31
2174
– –
-258
2175
– –
-1,313
85 86
87
88 89