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
1026
$141K 0.01%
2,032
+933
1027
$141K 0.01%
5,537
+2,328
1028
$140K 0.01%
1,727
-917
1029
$140K 0.01%
8,698
+3,510
1030
$140K 0.01%
2,685
+174
1031
$139K 0.01%
753
+368
1032
$139K 0.01%
14,703
1033
$139K 0.01%
2,902
+1,732
1034
$138K 0.01%
1,917
+869
1035
$138K 0.01%
6,621
+413
1036
$138K 0.01%
13,447
+11,982
1037
$137K 0.01%
927
+299
1038
$137K 0.01%
5,950
+4,076
1039
$137K 0.01%
6,180
+445
1040
$136K 0.01%
26,631
+26,605
1041
$136K 0.01%
1,322
+300
1042
$135K 0.01%
22,358
+7,626
1043
$135K 0.01%
386
+175
1044
$135K 0.01%
1,499
+493
1045
$134K 0.01%
1,057
+738
1046
$134K 0.01%
2,530
+482
1047
$134K 0.01%
5,732
+560
1048
$134K 0.01%
1,143
+425
1049
$134K 0.01%
4,456
+2,714
1050
$133K 0.01%
16,645
40 41
42
43 44