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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
2051
$0 ﹤0.01%
+10
2052
$0 ﹤0.01%
+9
2053
– –
-104
2054
$0 ﹤0.01%
+59
2055
$0 ﹤0.01%
5
2056
– –
-10
2057
$0 ﹤0.01%
+18
2058
– –
-16
2059
– –
-174
2060
– –
-1,771
2061
$0 ﹤0.01%
4
-12
2062
– –
-126
2063
– –
-101
2064
– –
-22
2065
– –
-854
2066
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-28
2067
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-147
2068
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-2,398
2069
– –
-318
2070
– –
-232
2071
– –
-2,240
2072
– –
-3,139
2073
– –
-241
2074
$0 ﹤0.01%
+22
2075
– –
-810
81 82
83
84 85