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
626
$331K 0.02%
5,177
+1,963
627
$330K 0.01%
10,355
628
$330K 0.01%
1,350
+617
629
$330K 0.01%
2,719
+2,406
630
$329K 0.01%
8,019
+7,001
631
$329K 0.01%
2,058
+851
632
$328K 0.01%
1,941
+1,513
633
$327K 0.01%
7,681
+1,660
634
$326K 0.01%
959
+729
635
$325K 0.01%
606
+147
636
$323K 0.01%
1,438
+24
637
$323K 0.01%
2,405
+1,417
638
$323K 0.01%
3,300
+1,000
639
$321K 0.01%
7,363
+1,477
640
$319K 0.01%
8,207
+6,664
641
$318K 0.01%
6,482
+2,420
642
$317K 0.01%
2,584
+1,257
643
$317K 0.01%
+11,058
644
$317K 0.01%
5,999
+1,628
645
$316K 0.01%
9,886
+3,375
646
$316K 0.01%
2,785
+227
647
$314K 0.01%
1,861
+583
648
$312K 0.01%
15,276
+4,826
649
$312K 0.01%
+11,284
650
$312K 0.01%
1,260
-263
24 25
26
27 28