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
201
$1.52M 0.07%
5,338
-305
202
$1.51M 0.07%
16,551
+3,814
203
$1.51M 0.07%
38,866
+38,671
204
$1.49M 0.07%
35,168
-6,018
205
$1.48M 0.07%
9,273
-738
206
$1.45M 0.07%
7,050
+1,390
207
$1.43M 0.06%
20,960
+16,284
208
$1.42M 0.06%
9,973
+343
209
$1.41M 0.06%
10,473
-2,269
210
$1.41M 0.06%
3,550
+2,887
211
$1.4M 0.06%
4,841
+2,232
212
$1.39M 0.06%
8,378
+401
213
$1.36M 0.06%
41,261
+39,191
214
$1.35M 0.06%
8,364
+8,034
215
$1.35M 0.06%
3,470
-1,174
216
$1.34M 0.06%
4,146
+118
217
$1.33M 0.06%
3,048
+853
218
$1.33M 0.06%
16,796
+2,720
219
$1.33M 0.06%
4,537
-1,464
220
$1.3M 0.06%
5,667
+662
221
$1.3M 0.06%
36,187
-8,874
222
$1.3M 0.06%
10,516
+1,762
223
$1.29M 0.06%
6,626
-62
224
$1.29M 0.06%
25,007
+5,692
225
$1.29M 0.06%
37,311
-3,723
7 8
9
10 11