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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
2076
– –
-84
2077
– –
-3,142
2078
– –
-868
2079
$0 ﹤0.01%
+8
2080
$0 ﹤0.01%
2
2081
– –
-1,863
2082
$0 ﹤0.01%
+31
2083
$0 ﹤0.01%
6
-1,340
2084
– –
-689
2085
$0 ﹤0.01%
+4,783
2086
– –
-140
2087
– –
-306
2088
$0 ﹤0.01%
6
2089
$0 ﹤0.01%
21
-133
2090
– –
-50
2091
$0 ﹤0.01%
14
2092
– –
-52
2093
– –
-442
2094
– –
-164
2095
– –
0
2096
– –
-363
2097
– –
-25
2098
$0 ﹤0.01%
+30
2099
– –
-590
2100
– –
-5,212
82 83
84
85 86