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
551
$384K 0.02%
3,603
+2,141
552
$384K 0.02%
1,096
+239
553
$383K 0.02%
524
+53
554
$381K 0.02%
4,941
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555
$380K 0.02%
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556
$380K 0.02%
2,458
-190
557
$378K 0.02%
7,328
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558
$377K 0.02%
11,149
+1,594
559
$376K 0.02%
4,546
+683
560
$376K 0.02%
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561
$376K 0.02%
5,752
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562
$375K 0.02%
453
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563
$374K 0.02%
3,557
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564
$374K 0.02%
4,080
-20
565
$374K 0.02%
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13,372
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567
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$371K 0.02%
11,971
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570
$371K 0.02%
1,117
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571
$369K 0.02%
2,573
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572
$369K 0.02%
2,128
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573
$368K 0.02%
2,060
+376
574
$366K 0.02%
6,933
-1,534
575
$366K 0.02%
3,021
+855
21 22
23
24 25