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
651
$311K 0.01%
8,630
+3,103
652
$310K 0.01%
1,854
+328
653
$309K 0.01%
4,460
+1,813
654
$307K 0.01%
19,351
+17,586
655
$307K 0.01%
5,486
+3,653
656
$307K 0.01%
4,051
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657
$307K 0.01%
7,830
-1,553
658
$306K 0.01%
758
+335
659
$306K 0.01%
3,744
+209
660
$305K 0.01%
5,120
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661
$305K 0.01%
71,819
+40,324
662
$305K 0.01%
3,284
+659
663
$304K 0.01%
5,251
+3,226
664
$303K 0.01%
989
+411
665
$303K 0.01%
2,750
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666
$303K 0.01%
2,711
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667
$301K 0.01%
3,384
-208
668
$300K 0.01%
2,412
+1,866
669
$298K 0.01%
2,150
-13,028
670
$298K 0.01%
4,000
-127
671
$298K 0.01%
1,423
+537
672
$296K 0.01%
6,636
673
$296K 0.01%
1,353
+639
674
$295K 0.01%
4,199
+3,851
675
$294K 0.01%
9,029
+2,532
25 26
27
28 29