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
2601
$13.3K ﹤0.01%
1,628
+1,046
2602
$13.2K ﹤0.01%
3,028
+2,329
2603
$13.2K ﹤0.01%
343
+339
2604
$13.2K ﹤0.01%
430
+293
2605
$13.2K ﹤0.01%
372
+49
2606
$13.1K ﹤0.01%
854
+645
2607
$13.1K ﹤0.01%
132
2608
$13.1K ﹤0.01%
437
+378
2609
$13.1K ﹤0.01%
70
+59
2610
$13.1K ﹤0.01%
186
+94
2611
$13.1K ﹤0.01%
303
+212
2612
$13.1K ﹤0.01%
459
+122
2613
$13.1K ﹤0.01%
234
+2
2614
$13.1K ﹤0.01%
1,948
+394
2615
$13.1K ﹤0.01%
1,080
+664
2616
$13.1K ﹤0.01%
+731
2617
$13.1K ﹤0.01%
359
+321
2618
$13K ﹤0.01%
+929
2619
$13K ﹤0.01%
3,592
+3,510
2620
$13K ﹤0.01%
240
-33
2621
$13K ﹤0.01%
311
+73
2622
$13K ﹤0.01%
6,646
+3,195
2623
$13K ﹤0.01%
+2,398
2624
$13K ﹤0.01%
160
2625
$12.9K ﹤0.01%
89
+40
103 104
105
106 107