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
751
$253K 0.01%
1,244
+715
752
$253K 0.01%
1,500
+600
753
$253K 0.01%
6,267
+2,135
754
$253K 0.01%
1,705
+522
755
$253K 0.01%
2,502
+1,903
756
$252K 0.01%
9,978
+9,345
757
$252K 0.01%
2,494
+1,842
758
$252K 0.01%
2,004
+1,012
759
$250K 0.01%
7,707
+5,709
760
$249K 0.01%
1,956
+771
761
$249K 0.01%
2,320
+254
762
$249K 0.01%
+20,998
763
$249K 0.01%
1,668
+82
764
$249K 0.01%
3,705
+2,321
765
$249K 0.01%
3,180
+959
766
$249K 0.01%
6,800
-2,850
767
$249K 0.01%
16,077
+9,536
768
$248K 0.01%
5,160
+4,642
769
$248K 0.01%
3,961
+129
770
$247K 0.01%
4,570
+3,750
771
$246K 0.01%
1,186
+1,047
772
$245K 0.01%
5,677
+774
773
$245K 0.01%
11,963
+2,073
774
$245K 0.01%
11,193
+5,243
775
$245K 0.01%
17,187
-94
29 30
31
32 33