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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
1951
$1K ﹤0.01%
+44
1952
$1K ﹤0.01%
+13
1953
$1K ﹤0.01%
+32
1954
$1K ﹤0.01%
10
1955
$1K ﹤0.01%
+47
1956
$1K ﹤0.01%
26
+12
1957
– –
-134
1958
– –
-1,100
1959
$0 ﹤0.01%
+50
1960
– –
-15,988
1961
$0 ﹤0.01%
10
1962
– –
-26
1963
$0 ﹤0.01%
6
-19
1964
– –
-618
1965
$0 ﹤0.01%
2
1966
– –
-96
1967
$0 ﹤0.01%
+100
1968
$0 ﹤0.01%
+15
1969
$0 ﹤0.01%
1,000
1970
– –
-67
1971
– –
-616
1972
– –
-198
1973
– –
-1,818
1974
– –
-685
1975
– –
-383
77 78
79
80 81