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
2026
– –
-37
2027
– –
-10
2028
$0 ﹤0.01%
+18
2029
– –
-15,988
2030
$0 ﹤0.01%
10
2031
– –
-195
2032
– –
-95
2033
– –
-103
2034
$0 ﹤0.01%
4
-28
2035
– –
-16
2036
– –
-40
2037
– –
-75
2038
– –
-174
2039
$0 ﹤0.01%
4
-12
2040
– –
-126
2041
– –
-101
2042
– –
-22
2043
– –
-854
2044
– –
-1,390
2045
– –
-218
2046
– –
-280
2047
– –
-77
2048
– –
-279
2049
– –
-28
2050
– –
-147
80 81
82
83 84