EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.71B
1-Year Est. Return 23.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.21B
AUM Growth
+$393M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,417
New
Increased
Reduced
Closed

Top Buys

1
+$28.1M
2
+$25.5M
3
+$9.75M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$8.86M
5
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$5.8M

Top Sells

1
+$10.2M
2
+$4.85M
3
+$4.83M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.29M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$4.29M

Sector Composition

1 Technology 12.55%
2 Financials 7.15%
3 Consumer Discretionary 5.78%
4 Industrials 3.77%
5 Healthcare 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.01M 0.05%
55,616
+14
277
$1.01M 0.05%
30,656
-2,025
278
$1M 0.05%
+26,089
279
$1,000K 0.05%
30,954
+8,912
280
$997K 0.05%
14,816
+299
281
$996K 0.05%
9,739
+5,330
282
$994K 0.04%
5,417
+684
283
$991K 0.04%
13,625
+895
284
$984K 0.04%
13,995
-149
285
$979K 0.04%
7,892
-1,322
286
$975K 0.04%
10,582
-5,822
287
$968K 0.04%
5,588
-812
288
$964K 0.04%
20,273
+828
289
$960K 0.04%
10,399
+4
290
$957K 0.04%
2,461
+764
291
$951K 0.04%
1,750
+406
292
$944K 0.04%
5,008
+1,176
293
$941K 0.04%
17,415
+4,521
294
$936K 0.04%
8,897
+6,333
295
$928K 0.04%
1,856
+792
296
$916K 0.04%
30,416
297
$913K 0.04%
40,004
+11,983
298
$913K 0.04%
6,748
-12
299
$911K 0.04%
868
+155
300
$906K 0.04%
18,176
+168
10 11
12
13 14