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
476
$473K 0.02%
3,032
+1,026
477
$472K 0.02%
2,741
+209
478
$472K 0.02%
1,071
+29
479
$472K 0.02%
13,160
+6,298
480
$469K 0.02%
1,002
+392
481
$465K 0.02%
15,537
+4,856
482
$465K 0.02%
13,490
+11,374
483
$464K 0.02%
1,934
+399
484
$463K 0.02%
808
-333
485
$462K 0.02%
1,233
-380
486
$462K 0.02%
4,285
+530
487
$462K 0.02%
10,764
+8,980
488
$459K 0.02%
15,446
+11,227
489
$459K 0.02%
6,515
+1,004
490
$458K 0.02%
2,907
+1,130
491
$457K 0.02%
4,399
+3,150
492
$457K 0.02%
2,437
+2,048
493
$457K 0.02%
2,523
+1,028
494
$457K 0.02%
5,899
+2,751
495
$455K 0.02%
2,439
+245
496
$452K 0.02%
4,707
+1,956
497
$449K 0.02%
1,592
-90
498
$449K 0.02%
1,730
-398
499
$447K 0.02%
4,517
+1,467
500
$445K 0.02%
3,894
+1,698
18 19
20
21 22