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
326
$810K 0.04%
1,405
+792
327
$810K 0.04%
21,330
-309
328
$808K 0.04%
9,689
+30
329
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9,832
-1,234
330
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331
$785K 0.04%
3,372
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332
$785K 0.04%
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333
$781K 0.04%
11,475
+1,363
334
$780K 0.04%
+26,018
335
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17,998
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336
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1,369
+325
337
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1,111
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338
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7,062
-2,402
339
$769K 0.03%
6,239
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340
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341
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342
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+10,085
343
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2,853
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344
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15,432
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345
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3,887
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346
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3,146
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347
$746K 0.03%
20,912
+1,152
348
$741K 0.03%
10,877
+9,035
349
$740K 0.03%
8,950
-407
350
$738K 0.03%
13,075
+1,394
12 13
14
15 16