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
1051
$133K 0.01%
380
+42
1052
$133K 0.01%
477
+106
1053
$133K 0.01%
1,154
+12
1054
$133K 0.01%
12,433
+4,935
1055
$132K 0.01%
766
+683
1056
$132K 0.01%
598
+117
1057
$132K 0.01%
2,646
+1,031
1058
$131K 0.01%
5,230
+1,751
1059
$131K 0.01%
14,278
+1,924
1060
$131K 0.01%
3,995
+2,164
1061
$129K 0.01%
+3,783
1062
$129K 0.01%
1,865
+129
1063
$128K 0.01%
5,132
+3,404
1064
$128K 0.01%
1,212
+804
1065
$128K 0.01%
499
+126
1066
$128K 0.01%
1,801
+193
1067
$127K 0.01%
1,113
+255
1068
$127K 0.01%
1,321
-1,726
1069
$126K 0.01%
2,080
+1,280
1070
$126K 0.01%
2,883
+2,456
1071
$126K 0.01%
1,306
+790
1072
$126K 0.01%
3,298
+1,675
1073
$125K 0.01%
8,728
+4,494
1074
$125K 0.01%
2,598
+1,802
1075
$124K 0.01%
1,773
+1,428
41 42
43
44 45