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
951
$162K 0.01%
5,633
952
$162K 0.01%
1,621
+893
953
$162K 0.01%
1,761
-759
954
$162K 0.01%
4,558
+1,688
955
$161K 0.01%
21,111
+7,138
956
$161K 0.01%
11,575
-230
957
$161K 0.01%
2,369
958
$161K 0.01%
3,093
-2,007
959
$161K 0.01%
5,261
+3,613
960
$161K 0.01%
1,100
+763
961
$160K 0.01%
1,779
+206
962
$159K 0.01%
3,301
+875
963
$159K 0.01%
4,695
+1,848
964
$159K 0.01%
7,502
+5,683
965
$158K 0.01%
79
+46
966
$157K 0.01%
23,936
+7,733
967
$157K 0.01%
533
+454
968
$157K 0.01%
2,752
-286
969
$156K 0.01%
571
-54
970
$156K 0.01%
859
+120
971
$156K 0.01%
2,341
+341
972
$156K 0.01%
3,261
+2,885
973
$156K 0.01%
3,716
+174
974
$155K 0.01%
1,491
+1,054
975
$155K 0.01%
3,176
+62
37 38
39
40 41