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
3751
$901 ﹤0.01%
24
-17
3752
$900 ﹤0.01%
357
3753
$894 ﹤0.01%
+57
3754
$874 ﹤0.01%
+67
3755
$872 ﹤0.01%
452
+348
3756
$863 ﹤0.01%
877
+568
3757
$862 ﹤0.01%
26
3758
$856 ﹤0.01%
21
3759
$854 ﹤0.01%
213
+85
3760
$848 ﹤0.01%
+116
3761
$845 ﹤0.01%
97
-69
3762
$837 ﹤0.01%
+64
3763
$836 ﹤0.01%
61
-1
3764
$836 ﹤0.01%
131
+124
3765
$835 ﹤0.01%
342
+235
3766
$834 ﹤0.01%
1,137
+1,042
3767
$833 ﹤0.01%
+87
3768
$823 ﹤0.01%
216
-352
3769
$821 ﹤0.01%
+43
3770
$814 ﹤0.01%
26
-32
3771
$812 ﹤0.01%
16
3772
$811 ﹤0.01%
517
+453
3773
$805 ﹤0.01%
+497
3774
$805 ﹤0.01%
+37
3775
$800 ﹤0.01%
+61
149 150
151
152 153