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
2526
$14.7K ﹤0.01%
1,362
+1,262
2527
$14.7K ﹤0.01%
558
-97
2528
$14.7K ﹤0.01%
275
+158
2529
$14.7K ﹤0.01%
549
+534
2530
$14.7K ﹤0.01%
150
+135
2531
$14.7K ﹤0.01%
112
+105
2532
$14.7K ﹤0.01%
3,202
+1,329
2533
$14.7K ﹤0.01%
+645
2534
$14.7K ﹤0.01%
456
+110
2535
$14.6K ﹤0.01%
516
+49
2536
$14.6K ﹤0.01%
+456
2537
$14.6K ﹤0.01%
423
-26
2538
$14.6K ﹤0.01%
67
+39
2539
$14.6K ﹤0.01%
293
+247
2540
$14.6K ﹤0.01%
+1,070
2541
$14.6K ﹤0.01%
485
+279
2542
$14.5K ﹤0.01%
1,034
+833
2543
$14.5K ﹤0.01%
228
+131
2544
$14.5K ﹤0.01%
1,440
-289
2545
$14.5K ﹤0.01%
+54
2546
$14.5K ﹤0.01%
129
2547
$14.4K ﹤0.01%
4,290
+2,203
2548
$14.4K ﹤0.01%
1,086
+1,050
2549
$14.4K ﹤0.01%
1,331
+1,124
2550
$14.4K ﹤0.01%
525
+485
100 101
102
103 104