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
201
$389K 0.09%
890
-165
202
$388K 0.09%
4,328
-531
203
$388K 0.09%
1,744
-210
204
$378K 0.09%
13,217
+5,612
205
$374K 0.09%
2,946
-200
206
$372K 0.09%
5,419
-1,416
207
$366K 0.08%
+17,917
208
$365K 0.08%
18,479
+13,162
209
$362K 0.08%
2,127
-321
210
$358K 0.08%
2,426
+2,245
211
$358K 0.08%
5,473
-142
212
$357K 0.08%
1,697
+1
213
$354K 0.08%
14,204
+465
214
$353K 0.08%
5,577
+3,926
215
$350K 0.08%
+5,625
216
$349K 0.08%
4,892
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217
$346K 0.08%
5,611
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218
$341K 0.08%
2,509
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219
$340K 0.08%
1,535
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220
$338K 0.08%
2,505
-493
221
$335K 0.08%
4,029
-168
222
$335K 0.08%
9,684
-1,185
223
$334K 0.08%
2,023
-320
224
$333K 0.08%
808
+42
225
$333K 0.08%
+6,615
7 8
9
10 11