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
3726
$1.01K ﹤0.01%
45
-41
3727
$1.01K ﹤0.01%
+275
3728
$1K ﹤0.01%
272
+114
3729
$997 ﹤0.01%
55
3730
$989 ﹤0.01%
+125
3731
$983 ﹤0.01%
447
+1
3732
$976 ﹤0.01%
266
+4
3733
$973 ﹤0.01%
65
+41
3734
$972 ﹤0.01%
188
-54
3735
$970 ﹤0.01%
49
+26
3736
$968 ﹤0.01%
12
3737
$966 ﹤0.01%
85
+26
3738
$962 ﹤0.01%
59
+31
3739
$961 ﹤0.01%
32
-53
3740
$960 ﹤0.01%
47
3741
$945 ﹤0.01%
+24
3742
$942 ﹤0.01%
714
3743
$933 ﹤0.01%
17
3744
$931 ﹤0.01%
102
+21
3745
$929 ﹤0.01%
100
-73
3746
$920 ﹤0.01%
278
+134
3747
$916 ﹤0.01%
93
+58
3748
$915 ﹤0.01%
90
-6
3749
$913 ﹤0.01%
221
+67
3750
$909 ﹤0.01%
1,002
+891
148 149
150
151 152