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
826
$26K 0.01%
690
827
$25K 0.01%
763
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828
$25K 0.01%
1,968
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829
$25K 0.01%
776
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830
$25K 0.01%
153
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831
$25K 0.01%
11,050
+10,131
832
$25K 0.01%
285
833
$25K 0.01%
1,317
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834
$25K 0.01%
10,000
835
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381
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836
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197
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343
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838
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347
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840
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$24K 0.01%
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842
$24K 0.01%
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340
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$24K 0.01%
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849
$24K 0.01%
404
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850
$24K 0.01%
3,059
+2,034
32 33
34
35 36