EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.71B
1-Year Est. Return 22.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.83%
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
+$29.5M
2
+$28M
3
+$9.83M
4
VBIL
Vanguard 0-3 Month Treasury Bill ETF
VBIL
+$9.77M
5
HOOD icon
Robinhood
HOOD
+$8.19M

Top Sells

1
+$10.6M
2
+$5.34M
3
+$4.93M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$4.76M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.57M

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
2476
$15.5K ﹤0.01%
+1,235
2477
$15.5K ﹤0.01%
2,103
+2,084
2478
$15.5K ﹤0.01%
646
+69
2479
$15.5K ﹤0.01%
416
2480
$15.5K ﹤0.01%
1,800
+1,067
2481
$15.4K ﹤0.01%
474
-305
2482
$15.4K ﹤0.01%
355
+334
2483
$15.4K ﹤0.01%
1,338
+1,094
2484
$15.4K ﹤0.01%
1,500
2485
$15.4K ﹤0.01%
339
+251
2486
$15.4K ﹤0.01%
466
+413
2487
$15.3K ﹤0.01%
209
+201
2488
$15.2K ﹤0.01%
230
-149
2489
$15.2K ﹤0.01%
1,214
+422
2490
$15.2K ﹤0.01%
3,361
+2,511
2491
$15.2K ﹤0.01%
109
-229
2492
$15.2K ﹤0.01%
1,071
+915
2493
$15.2K ﹤0.01%
1,048
-30
2494
$15.2K ﹤0.01%
2,789
+2,732
2495
$15.2K ﹤0.01%
271
+194
2496
$15.2K ﹤0.01%
+540
2497
$15.2K ﹤0.01%
1,760
+648
2498
$15.1K ﹤0.01%
+780
2499
$15.1K ﹤0.01%
704
-121
2500
$15.1K ﹤0.01%
1,350
98 99
100
101 102