Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Large Buys & Sells
Recent large buys and sells by hedge funds and large institutional investors
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
Analysts
Research analysts, their latest ratings and performance metrics
Analyst Firms
Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
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EWA
EverSource Wealth Advisors’s
Invesco Russell 2000 Dynamic Multifactor ETF
OMFS
Stock Holding History
EverSource Wealth Advisors’s Portfolio
OMFS Stock Details
OMFS Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Shares
Change %
Capital Flow
Portfolio Weight
Portfolio Position
2025
Q2
$1.06K
Hold
26
–
–
﹤0.01%
3711
2025
Q1
$1K
Hold
26
–
–
﹤0.01%
3227
2024
Q4
$1.04K
Hold
26
–
–
﹤0.01%
2950
2024
Q3
$1.04K
Sell
26
-360
-
93
%
-$14.4K
﹤0.01%
2721
2024
Q2
$15.2K
Buy
+386
New
+$15.2K
﹤0.01%
1641
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Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Large Buys & Sells
Recent large buys and sells by hedge funds and large institutional investors
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
Analysts
Research analysts, their latest ratings and performance metrics
Analyst Firms
Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
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