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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
2026
$0 ﹤0.01%
+14
2027
– –
-655
2028
– –
-140
2029
– –
-957
2030
– –
-471
2031
$0 ﹤0.01%
3
-24
2032
– –
-71
2033
– –
-1,657
2034
$0 ﹤0.01%
+31
2035
– –
-2,312
2036
– –
-118
2037
– –
-905
2038
– –
-1,724
2039
– –
-25
2040
$0 ﹤0.01%
10
2041
$0 ﹤0.01%
+12
2042
– –
-695
2043
– –
-202
2044
– –
-138
2045
– –
-941
2046
– –
-24
2047
$0 ﹤0.01%
3
2048
– –
-16
2049
– –
-47
2050
$0 ﹤0.01%
+6
80 81
82
83 84