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
3851
$592 ﹤0.01%
95
-19
3852
$591 ﹤0.01%
62
+61
3853
$587 ﹤0.01%
35
+20
3854
$584 ﹤0.01%
90
+34
3855
$581 ﹤0.01%
21
3856
$579 ﹤0.01%
+541
3857
$576 ﹤0.01%
59
+27
3858
$575 ﹤0.01%
11
3859
$571 ﹤0.01%
10
-88
3860
$562 ﹤0.01%
58
+56
3861
$558 ﹤0.01%
+18
3862
$552 ﹤0.01%
161
+155
3863
$549 ﹤0.01%
183
+160
3864
$545 ﹤0.01%
10
3865
$545 ﹤0.01%
39
+29
3866
$539 ﹤0.01%
210
+81
3867
$538 ﹤0.01%
+93
3868
$537 ﹤0.01%
+125
3869
$531 ﹤0.01%
132
+101
3870
$528 ﹤0.01%
+33
3871
$527 ﹤0.01%
+202
3872
$527 ﹤0.01%
+93
3873
$522 ﹤0.01%
169
+87
3874
$519 ﹤0.01%
+110
3875
$518 ﹤0.01%
49
-21
153 154
155
156 157