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
4026
$232 ﹤0.01%
7
+6
4027
$232 ﹤0.01%
32
+6
4028
$228 ﹤0.01%
+16
4029
$227 ﹤0.01%
17
4030
$226 ﹤0.01%
36
4031
$226 ﹤0.01%
112
+109
4032
$225 ﹤0.01%
59
-33
4033
$224 ﹤0.01%
+22
4034
$223 ﹤0.01%
+7
4035
$221 ﹤0.01%
53
+21
4036
$220 ﹤0.01%
+80
4037
$219 ﹤0.01%
19
+16
4038
$215 ﹤0.01%
250
-25
4039
$213 ﹤0.01%
116
-1
4040
$212 ﹤0.01%
+8
4041
$212 ﹤0.01%
102
-132
4042
$212 ﹤0.01%
+24
4043
$211 ﹤0.01%
16
-3
4044
$207 ﹤0.01%
159
-52
4045
$206 ﹤0.01%
+14
4046
$205 ﹤0.01%
+7
4047
$204 ﹤0.01%
+18
4048
$203 ﹤0.01%
+278
4049
$199 ﹤0.01%
7
-6
4050
$197 ﹤0.01%
11
+6
160 161
162
163 164