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
501
$445K 0.02%
5,536
+1,780
502
$445K 0.02%
1,960
+1,103
503
$444K 0.02%
21,908
+493
504
$443K 0.02%
11,527
+6,845
505
$442K 0.02%
1,419
+421
506
$441K 0.02%
8,352
-2,999
507
$440K 0.02%
1,430
+416
508
$439K 0.02%
4,462
+2,156
509
$439K 0.02%
31,996
+11,078
510
$439K 0.02%
1,398
+711
511
$437K 0.02%
2,316
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512
$433K 0.02%
10,829
-839
513
$432K 0.02%
2,399
+351
514
$431K 0.02%
8,168
-1,352
515
$430K 0.02%
+9,075
516
$428K 0.02%
18,325
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517
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+170,000
518
$426K 0.02%
9,141
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519
$421K 0.02%
277
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520
$421K 0.02%
946
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521
$418K 0.02%
2,597
+637
522
$417K 0.02%
9,216
+3,507
523
$416K 0.02%
16,637
-473
524
$413K 0.02%
3,342
+1,436
525
$412K 0.02%
5,793
-724
19 20
21
22 23