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
976
$155K 0.01%
2,328
-479
977
$155K 0.01%
7,127
+5,762
978
$155K 0.01%
8,175
979
$154K 0.01%
630
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980
$154K 0.01%
1,192
+635
981
$154K 0.01%
12,182
-7
982
$153K 0.01%
3,367
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983
$153K 0.01%
2,230
+591
984
$153K 0.01%
7,016
+4,483
985
$153K 0.01%
846
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986
$152K 0.01%
1,452
+505
987
$152K 0.01%
1,765
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988
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1,660
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989
$151K 0.01%
1,714
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990
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2,359
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991
$151K 0.01%
880
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1,174
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$151K 0.01%
1,555
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994
$150K 0.01%
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995
$149K 0.01%
1,851
+1,132
996
$149K 0.01%
1,555
+505
997
$149K 0.01%
1,546
+478
998
$149K 0.01%
14,722
+12,284
999
$149K 0.01%
1,429
+815
1000
$149K 0.01%
1,850
+774
38 39
40
41 42