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
726
$269K 0.01%
1,280
+1,156
727
$268K 0.01%
2,667
-981
728
$268K 0.01%
1,675
-2
729
$267K 0.01%
2,576
-176
730
$267K 0.01%
2,912
+1,393
731
$266K 0.01%
5,610
+2,268
732
$265K 0.01%
799
+192
733
$265K 0.01%
3,614
+1,531
734
$265K 0.01%
1,961
-24
735
$264K 0.01%
2,066
+1,168
736
$262K 0.01%
252
+86
737
$261K 0.01%
2,539
+969
738
$260K 0.01%
3,091
-81
739
$260K 0.01%
1,874
+818
740
$259K 0.01%
2,757
+2,737
741
$259K 0.01%
2,294
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742
$258K 0.01%
1,101
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743
$258K 0.01%
8,961
+3,766
744
$258K 0.01%
2,540
+217
745
$258K 0.01%
2,363
-17,417
746
$258K 0.01%
864
+112
747
$258K 0.01%
3,401
+369
748
$257K 0.01%
3,055
+2,895
749
$256K 0.01%
2,970
+1,429
750
$254K 0.01%
2,790
+2,192
28 29
30
31 32