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
1976
– –
-1,724
1977
– –
-441
1978
$0 ﹤0.01%
27
-175
1979
– –
-41
1980
– –
-36
1981
– –
-25
1982
$0 ﹤0.01%
3
1983
– –
-12
1984
– –
-353
1985
– –
-7
1986
$0 ﹤0.01%
10
1987
– –
-467
1988
– –
-191
1989
$0 ﹤0.01%
+12
1990
– –
-228
1991
$0 ﹤0.01%
6
1992
– –
-981
1993
– –
-267
1994
$0 ﹤0.01%
250
1995
$0 ﹤0.01%
+15
1996
$0 ﹤0.01%
+12
1997
$0 ﹤0.01%
+34
1998
$0 ﹤0.01%
+6
1999
$0 ﹤0.01%
12
2000
– –
-199
78 79
80
81 82