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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
2001
$0 ﹤0.01%
20
-96
2002
$0 ﹤0.01%
+19
2003
$0 ﹤0.01%
1,250
2004
– –
-536
2005
$0 ﹤0.01%
28
2006
– –
0
2007
– –
-302
2008
– –
-173
2009
– –
-62
2010
$0 ﹤0.01%
11
-6
2011
$0 ﹤0.01%
+19
2012
$0 ﹤0.01%
+107
2013
– –
-81
2014
– –
-360
2015
$0 ﹤0.01%
5
2016
– –
-538
2017
$0 ﹤0.01%
50
2018
$0 ﹤0.01%
9
-4,547
2019
$0 ﹤0.01%
+8
2020
– –
-504
2021
– –
-149
2022
– –
-319
2023
– –
-493
2024
$0 ﹤0.01%
+26
2025
– –
-246
79 80
81
82 83