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
526
$412K 0.02%
1,715
-496
527
$411K 0.02%
26,065
+23,494
528
$410K 0.02%
2,076
+1,702
529
$409K 0.02%
15,729
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530
$404K 0.02%
4,438
+1,273
531
$403K 0.02%
3,909
+3,412
532
$401K 0.02%
3,400
+2,023
533
$400K 0.02%
1,483
+729
534
$399K 0.02%
10,934
+529
535
$399K 0.02%
7,384
-2,781
536
$397K 0.02%
13,519
+2,329
537
$397K 0.02%
1,550
+199
538
$396K 0.02%
1,349
+854
539
$395K 0.02%
1,283
-26
540
$394K 0.02%
2,348
+168
541
$394K 0.02%
7,259
+4,777
542
$393K 0.02%
1,350
-138
543
$393K 0.02%
8,735
+3,099
544
$391K 0.02%
6,709
+5,042
545
$391K 0.02%
23,328
+5,655
546
$389K 0.02%
6,952
+4,265
547
$388K 0.02%
9,348
+3,942
548
$388K 0.02%
1,476
+94
549
$387K 0.02%
8,264
+3,229
550
$385K 0.02%
750
+157
20 21
22
23 24