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
451
$498K 0.02%
9,613
+1,369
452
$497K 0.02%
9,454
+3,871
453
$497K 0.02%
4,789
+1,252
454
$496K 0.02%
5,654
-16,662
455
$496K 0.02%
8,522
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456
$496K 0.02%
8,166
+4,332
457
$495K 0.02%
3,022
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458
$495K 0.02%
15,968
+3,817
459
$495K 0.02%
2,934
+2,304
460
$494K 0.02%
921
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461
$493K 0.02%
4,807
+2,230
462
$492K 0.02%
3,064
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463
$490K 0.02%
8,505
+2,258
464
$485K 0.02%
32,122
+24,384
465
$484K 0.02%
965
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$482K 0.02%
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467
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46,434
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468
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4,160
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469
$480K 0.02%
2,152
+1,048
470
$478K 0.02%
6,538
+1,568
471
$478K 0.02%
10,451
+1,672
472
$478K 0.02%
1,990
+492
473
$478K 0.02%
1,543
+746
474
$477K 0.02%
6,701
-85
475
$474K 0.02%
18,243
+624
17 18
19
20 21