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
426
$541K 0.02%
44,176
+40,148
427
$537K 0.02%
13,224
-346
428
$537K 0.02%
1,791
+434
429
$537K 0.02%
4,232
+1,357
430
$537K 0.02%
6,591
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431
$536K 0.02%
10,551
432
$535K 0.02%
7,658
+1,727
433
$534K 0.02%
4,861
+1,252
434
$534K 0.02%
8,693
+3,727
435
$532K 0.02%
12,074
+445
436
$527K 0.02%
4,087
+245
437
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3,032
-6,729
438
$524K 0.02%
3,553
+2,864
439
$523K 0.02%
3,626
+57
440
$517K 0.02%
12,891
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441
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282
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21,235
-6,760
443
$514K 0.02%
4,000
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444
$513K 0.02%
1,905
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445
$512K 0.02%
19,181
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446
$510K 0.02%
1,543
+272
447
$508K 0.02%
949
+526
448
$503K 0.02%
11,260
+7,142
449
$501K 0.02%
4,747
+1,411
450
$500K 0.02%
3,082
+298
16 17
18
19 20