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
2576
$13.8K ﹤0.01%
960
+911
2577
$13.7K ﹤0.01%
1,064
+1,049
2578
$13.7K ﹤0.01%
931
+845
2579
$13.7K ﹤0.01%
153
+90
2580
$13.7K ﹤0.01%
3,026
+2,424
2581
$13.7K ﹤0.01%
573
-819
2582
$13.7K ﹤0.01%
1,798
-3,478
2583
$13.7K ﹤0.01%
179
+130
2584
$13.6K ﹤0.01%
+823
2585
$13.6K ﹤0.01%
260
+252
2586
$13.6K ﹤0.01%
+428
2587
$13.6K ﹤0.01%
1,746
+1,527
2588
$13.6K ﹤0.01%
140
+117
2589
$13.6K ﹤0.01%
+403
2590
$13.5K ﹤0.01%
1,020
2591
$13.5K ﹤0.01%
64
+55
2592
$13.5K ﹤0.01%
244
+226
2593
$13.5K ﹤0.01%
120
+82
2594
$13.4K ﹤0.01%
909
+358
2595
$13.4K ﹤0.01%
94
+81
2596
$13.3K ﹤0.01%
234
+226
2597
$13.3K ﹤0.01%
578
+351
2598
$13.3K ﹤0.01%
659
+146
2599
$13.3K ﹤0.01%
257
-20
2600
$13.3K ﹤0.01%
869
+861
102 103
104
105 106