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
826
$213K 0.01%
740
+541
827
$212K 0.01%
5,076
+3,391
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$211K 0.01%
2,089
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831
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832
$209K 0.01%
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833
$209K 0.01%
509
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1,401
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835
$208K 0.01%
2,561
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$208K 0.01%
1,321
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$208K 0.01%
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838
$208K 0.01%
2,283
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$208K 0.01%
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$207K 0.01%
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$207K 0.01%
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842
$207K 0.01%
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2,198
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845
$204K 0.01%
694
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$204K 0.01%
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847
$204K 0.01%
12,946
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$204K 0.01%
1,424
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$204K 0.01%
1,130
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850
$203K 0.01%
3,871
-326
32 33
34
35 36