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
2501
$15.1K ﹤0.01%
1,203
+1,059
2502
$15.1K ﹤0.01%
404
+379
2503
$15.1K ﹤0.01%
1,707
+1,555
2504
$15.1K ﹤0.01%
40
+36
2505
$15.1K ﹤0.01%
+5,000
2506
$15.1K ﹤0.01%
311
+289
2507
$15.1K ﹤0.01%
531
-42
2508
$15.1K ﹤0.01%
621
+240
2509
$15K ﹤0.01%
409
+45
2510
$15K ﹤0.01%
+1,057
2511
$15K ﹤0.01%
198
+105
2512
$15K ﹤0.01%
1,452
+1,345
2513
$15K ﹤0.01%
193
+142
2514
$14.9K ﹤0.01%
637
-2,445
2515
$14.9K ﹤0.01%
1,697
+1,272
2516
$14.9K ﹤0.01%
+1,293
2517
$14.9K ﹤0.01%
300
2518
$14.9K ﹤0.01%
1,227
+820
2519
$14.9K ﹤0.01%
200
-220
2520
$14.9K ﹤0.01%
541
-4,550
2521
$14.9K ﹤0.01%
52
-4,066
2522
$14.8K ﹤0.01%
1,352
+1,113
2523
$14.8K ﹤0.01%
233
+212
2524
$14.8K ﹤0.01%
3,274
+3,074
2525
$14.7K ﹤0.01%
1,019
+815
99 100
101
102 103