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
776
$244K 0.01%
778
+277
777
$244K 0.01%
1,500
+1,200
778
$243K 0.01%
+5,802
779
$243K 0.01%
2,138
+1,699
780
$243K 0.01%
2,236
-53
781
$243K 0.01%
+6,999
782
$241K 0.01%
3,176
+352
783
$240K 0.01%
2,293
+188
784
$240K 0.01%
2,299
+562
785
$239K 0.01%
5,540
+4,030
786
$238K 0.01%
1,962
+460
787
$238K 0.01%
1,695
+725
788
$237K 0.01%
4,748
+1,132
789
$237K 0.01%
12,755
+2,663
790
$237K 0.01%
5,402
791
$236K 0.01%
1,750
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792
$236K 0.01%
4,627
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793
$236K 0.01%
1,173
+559
794
$235K 0.01%
1,630
+372
795
$235K 0.01%
2,280
+288
796
$234K 0.01%
22,694
+5,220
797
$234K 0.01%
4,433
+3,057
798
$234K 0.01%
1,683
+1,126
799
$232K 0.01%
4,143
+2,720
800
$232K 0.01%
8,076
+2,851
30 31
32
33 34