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
3776
$796 ﹤0.01%
126
+120
3777
$796 ﹤0.01%
+31
3778
$792 ﹤0.01%
235
+204
3779
$784 ﹤0.01%
44
+30
3780
$782 ﹤0.01%
65
+30
3781
$774 ﹤0.01%
266
-56
3782
$770 ﹤0.01%
64
+47
3783
$763 ﹤0.01%
+305
3784
$762 ﹤0.01%
+50
3785
$761 ﹤0.01%
88
-10
3786
$760 ﹤0.01%
26
+3
3787
$758 ﹤0.01%
79
+42
3788
$757 ﹤0.01%
18
+7
3789
$754 ﹤0.01%
30
-45
3790
$753 ﹤0.01%
33
+32
3791
$748 ﹤0.01%
303
-205
3792
$742 ﹤0.01%
+129
3793
$741 ﹤0.01%
57
+33
3794
$730 ﹤0.01%
+117
3795
$726 ﹤0.01%
49
+1
3796
$724 ﹤0.01%
78
+40
3797
$724 ﹤0.01%
78
-24
3798
$722 ﹤0.01%
200
-313
3799
$719 ﹤0.01%
78
+45
3800
$717 ﹤0.01%
+96
150 151
152
153 154