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
2551
$14.4K ﹤0.01%
2,145
+1,827
2552
$14.4K ﹤0.01%
2,145
2553
$14.4K ﹤0.01%
592
+438
2554
$14.4K ﹤0.01%
276
+261
2555
$14.3K ﹤0.01%
624
+381
2556
$14.2K ﹤0.01%
189
+95
2557
$14.2K ﹤0.01%
+160
2558
$14.2K ﹤0.01%
1,536
+1,087
2559
$14.1K ﹤0.01%
924
+536
2560
$14.1K ﹤0.01%
636
+575
2561
$14.1K ﹤0.01%
156
+102
2562
$14.1K ﹤0.01%
1,753
2563
$14.1K ﹤0.01%
746
+334
2564
$14K ﹤0.01%
496
+336
2565
$14K ﹤0.01%
456
2566
$14K ﹤0.01%
1,800
2567
$14K ﹤0.01%
4,160
+4,074
2568
$14K ﹤0.01%
608
+272
2569
$13.9K ﹤0.01%
1,284
+1,215
2570
$13.9K ﹤0.01%
692
+125
2571
$13.9K ﹤0.01%
2,735
+1,714
2572
$13.9K ﹤0.01%
146
+141
2573
$13.9K ﹤0.01%
236
+234
2574
$13.8K ﹤0.01%
+2,265
2575
$13.8K ﹤0.01%
1,467
+1,357
101 102
103
104 105