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
1076
$124K 0.01%
1,234
+575
1077
$124K 0.01%
450
+361
1078
$124K 0.01%
1,699
+681
1079
$124K 0.01%
2,511
-28
1080
$123K 0.01%
726
+412
1081
$123K 0.01%
2,836
-700
1082
$123K 0.01%
1,394
+826
1083
$122K 0.01%
1,100
+413
1084
$122K 0.01%
+2,376
1085
$122K 0.01%
1,005
+137
1086
$122K 0.01%
2,419
+93
1087
$121K 0.01%
705
+287
1088
$121K 0.01%
798
+109
1089
$120K 0.01%
2,989
+2,616
1090
$120K 0.01%
3,772
1091
$120K 0.01%
1,633
+625
1092
$120K 0.01%
1,227
+570
1093
$120K 0.01%
3,228
+2,616
1094
$120K 0.01%
14,133
+2,651
1095
$120K 0.01%
2,165
+649
1096
$119K 0.01%
527
+457
1097
$119K 0.01%
1,672
1098
$119K 0.01%
2,932
+1,139
1099
$119K 0.01%
1,330
+140
1100
$119K 0.01%
1,156
+438
42 43
44
45 46