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
3901
$473 ﹤0.01%
205
-167
3902
$472 ﹤0.01%
37
-36
3903
$469 ﹤0.01%
72
-131
3904
$464 ﹤0.01%
+120
3905
$462 ﹤0.01%
285
+80
3906
$455 ﹤0.01%
337
3907
$454 ﹤0.01%
183
+117
3908
$450 ﹤0.01%
124
-93
3909
$449 ﹤0.01%
121
+117
3910
$448 ﹤0.01%
56
-35
3911
$445 ﹤0.01%
145
-370
3912
$444 ﹤0.01%
310
+277
3913
$444 ﹤0.01%
18
+14
3914
$444 ﹤0.01%
298
+227
3915
$438 ﹤0.01%
54
-11
3916
$438 ﹤0.01%
29
+16
3917
$434 ﹤0.01%
10
-1
3918
$433 ﹤0.01%
53
+39
3919
$429 ﹤0.01%
120
+80
3920
$429 ﹤0.01%
78
+50
3921
$428 ﹤0.01%
+53
3922
$427 ﹤0.01%
219
+173
3923
$427 ﹤0.01%
241
-17
3924
$426 ﹤0.01%
+10
3925
$426 ﹤0.01%
23
+22
155 156
157
158 159