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
1101
$119K 0.01%
+4,121
1102
$119K 0.01%
2,300
+1,301
1103
$119K 0.01%
1,003
+521
1104
$118K 0.01%
2,270
+667
1105
$118K 0.01%
3,117
+998
1106
$118K 0.01%
6,256
+132
1107
$118K 0.01%
2,288
+1,684
1108
$117K 0.01%
977
-2,224
1109
$117K 0.01%
1,829
+1,128
1110
$117K 0.01%
972
+629
1111
$117K 0.01%
1,312
-222
1112
$117K 0.01%
2,029
+1,013
1113
$117K 0.01%
490
+21
1114
$117K 0.01%
5,455
+4,657
1115
$116K 0.01%
1,118
+383
1116
$116K 0.01%
5,086
+367
1117
$116K 0.01%
1,454
+876
1118
$116K 0.01%
+5,297
1119
$116K 0.01%
1,045
+223
1120
$116K 0.01%
3,252
+1,848
1121
$116K 0.01%
697
+117
1122
$116K 0.01%
852
+126
1123
$115K 0.01%
1,734
+692
1124
$115K 0.01%
2,617
+1,156
1125
$115K 0.01%
11,745
43 44
45
46 47