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
901
$181K 0.01%
3,706
+1,243
902
$180K 0.01%
+6,125
903
$180K 0.01%
2,121
+1,301
904
$178K 0.01%
6,930
-540
905
$178K 0.01%
2,110
+1,688
906
$178K 0.01%
2,968
+2,966
907
$176K 0.01%
317
-45
908
$176K 0.01%
726
-25
909
$176K 0.01%
561
+539
910
$176K 0.01%
1,910
+452
911
$175K 0.01%
1,273
+1,190
912
$175K 0.01%
1,027
+912
913
$175K 0.01%
2,561
+2,150
914
$174K 0.01%
3,273
915
$174K 0.01%
1,662
+637
916
$174K 0.01%
12,290
+6,575
917
$174K 0.01%
8,189
+3,835
918
$173K 0.01%
2,166
-420
919
$173K 0.01%
8,777
+5,762
920
$173K 0.01%
8,498
-124
921
$172K 0.01%
3,435
+2,183
922
$172K 0.01%
88
+21
923
$172K 0.01%
1,268
+816
924
$171K 0.01%
2,298
+1,330
925
$171K 0.01%
1,350
+596
35 36
37
38 39