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
601
$344K 0.02%
700
+168
602
$343K 0.02%
3,596
+3,047
603
$343K 0.02%
2,589
+1,115
604
$343K 0.02%
10,364
+6,453
605
$342K 0.02%
10,467
-2,157
606
$342K 0.02%
4,702
+3,810
607
$341K 0.02%
2,674
+2,282
608
$341K 0.02%
4,279
+1,495
609
$341K 0.02%
7,225
-121
610
$340K 0.02%
18,644
+22
611
$339K 0.02%
10,321
+677
612
$339K 0.02%
2,580
-1,692
613
$339K 0.02%
1,882
-378
614
$338K 0.02%
93,927
+93,811
615
$338K 0.02%
1,815
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616
$338K 0.02%
5,340
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617
$338K 0.02%
4,891
+511
618
$337K 0.02%
287
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619
$337K 0.02%
7,453
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620
$337K 0.02%
5,045
+3,841
621
$336K 0.02%
1,889
+1,339
622
$333K 0.02%
4,275
+3,203
623
$332K 0.02%
1,217
+66
624
$332K 0.02%
7,535
+4,146
625
$332K 0.02%
4,460
+790
23 24
25
26 27