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
3876
$517 ﹤0.01%
+18
3877
$515 ﹤0.01%
+180
3878
$512 ﹤0.01%
322
+23
3879
$512 ﹤0.01%
4
+1
3880
$512 ﹤0.01%
14
+1
3881
$511 ﹤0.01%
23
-41
3882
$510 ﹤0.01%
10
3883
$509 ﹤0.01%
13
+9
3884
$507 ﹤0.01%
18
-18
3885
$506 ﹤0.01%
34
+26
3886
$502 ﹤0.01%
15
3887
$500 ﹤0.01%
75
-5
3888
$500 ﹤0.01%
42
-19
3889
$498 ﹤0.01%
174
-21
3890
$498 ﹤0.01%
6
3891
$494 ﹤0.01%
119
+36
3892
$493 ﹤0.01%
+9
3893
$490 ﹤0.01%
405
+382
3894
$490 ﹤0.01%
20
-234
3895
$489 ﹤0.01%
33
-271
3896
$488 ﹤0.01%
47
+35
3897
$485 ﹤0.01%
22
3898
$483 ﹤0.01%
+324
3899
$481 ﹤0.01%
415
-71
3900
$480 ﹤0.01%
+23
154 155
156
157 158