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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
1976
– –
-160
1977
– –
0
1978
– –
-9
1979
$0 ﹤0.01%
300
1980
$0 ﹤0.01%
50
1981
$0 ﹤0.01%
1
-723
1982
– –
-163
1983
$0 ﹤0.01%
+27
1984
– –
0
1985
– –
-432
1986
– –
-1,823
1987
$0 ﹤0.01%
+52
1988
– –
-25
1989
– –
-1,727
1990
– –
-1,249
1991
– –
-578
1992
– –
-260
1993
– –
-100
1994
– –
-12
1995
– –
-380
1996
– –
-67
1997
– –
-450
1998
– –
-228
1999
– –
-1,711
2000
$0 ﹤0.01%
424
78 79
80
81 82