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EWA

EverSource Wealth Advisors Portfolio holdings

AUM $3.27B
1-Year Est. Return 23.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.69%
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 3.78%
5 Healthcare 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
4226
$8 ﹤0.01%
+2
4227
$7 ﹤0.01%
1
-18
4228
$6 ﹤0.01%
6
-9
4229
$5 ﹤0.01%
1
-9
4230
$4 ﹤0.01%
3
-13
4231
$4 ﹤0.01%
+2
4232
$3 ﹤0.01%
1
-10
4233
$3 ﹤0.01%
1
-4
4234
$2 ﹤0.01%
2
-1
4235
– –
0
4236
$1 ﹤0.01%
1,822
+1,313
4237
$1 ﹤0.01%
1
4238
– –
-341
4239
– –
-75
4240
– –
-7
4241
– –
-89
4242
– –
-68
4243
– –
0
4244
– –
-55
4245
– –
-18
4246
– –
-97
4247
– –
-180
4248
– –
-1,126
4249
– –
-226
4250
– –
-9
168 169
170
171 172