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
1126
$115K 0.01%
1,333
-2,596
1127
$115K 0.01%
31,592
-2,400
1128
$114K 0.01%
1,439
-77
1129
$114K 0.01%
2,770
+942
1130
$114K 0.01%
1,087
+971
1131
$114K 0.01%
540
+127
1132
$114K 0.01%
+6,379
1133
$114K 0.01%
1,067
+283
1134
$113K 0.01%
6,096
+1,460
1135
$113K 0.01%
2,545
+1,216
1136
$113K 0.01%
2,276
+1,504
1137
$113K 0.01%
1,559
+493
1138
$112K 0.01%
3,248
+1,182
1139
$111K 0.01%
218
+177
1140
$111K 0.01%
5,535
+1,657
1141
$111K 0.01%
2,284
1142
$111K 0.01%
1,716
+1,394
1143
$110K 0.01%
929
+187
1144
$110K 0.01%
2,199
1145
$110K 0.01%
700
+442
1146
$110K 0.01%
2,807
+2,402
1147
$109K ﹤0.01%
20,909
+10,859
1148
$109K ﹤0.01%
1,004
+3
1149
$109K ﹤0.01%
2,463
+61
1150
$108K ﹤0.01%
2,664
+6
44 45
46
47 48