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
2626
$12.9K ﹤0.01%
682
+546
2627
$12.9K ﹤0.01%
228
+177
2628
$12.9K ﹤0.01%
148
-13
2629
$12.9K ﹤0.01%
863
+768
2630
$12.8K ﹤0.01%
1,169
+1,063
2631
$12.8K ﹤0.01%
1,330
+684
2632
$12.8K ﹤0.01%
260
+109
2633
$12.8K ﹤0.01%
401
2634
$12.8K ﹤0.01%
384
2635
$12.7K ﹤0.01%
417
+376
2636
$12.7K ﹤0.01%
494
+316
2637
$12.7K ﹤0.01%
8,356
+7,210
2638
$12.7K ﹤0.01%
273
+61
2639
$12.7K ﹤0.01%
173
-3
2640
$12.7K ﹤0.01%
+271
2641
$12.6K ﹤0.01%
251
-1,255
2642
$12.6K ﹤0.01%
386
-616
2643
$12.6K ﹤0.01%
562
+483
2644
$12.6K ﹤0.01%
530
2645
$12.5K ﹤0.01%
878
+573
2646
$12.5K ﹤0.01%
1,053
+838
2647
$12.5K ﹤0.01%
496
+484
2648
$12.5K ﹤0.01%
1,484
+1,152
2649
$12.5K ﹤0.01%
226
+137
2650
$12.5K ﹤0.01%
956
+763
104 105
106
107 108