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
2651
$12.4K ﹤0.01%
389
+156
2652
$12.4K ﹤0.01%
454
+435
2653
$12.4K ﹤0.01%
886
+491
2654
$12.4K ﹤0.01%
573
+553
2655
$12.4K ﹤0.01%
3,434
+1,027
2656
$12.4K ﹤0.01%
100
2657
$12.4K ﹤0.01%
485
+6
2658
$12.3K ﹤0.01%
1,976
+1,861
2659
$12.3K ﹤0.01%
613
+203
2660
$12.3K ﹤0.01%
430
+404
2661
$12.3K ﹤0.01%
2,374
+2,055
2662
$12.2K ﹤0.01%
512
+425
2663
$12.2K ﹤0.01%
1,394
+1,089
2664
$12.2K ﹤0.01%
214
+77
2665
$12.2K ﹤0.01%
74
+36
2666
$12.1K ﹤0.01%
531
+244
2667
$12.1K ﹤0.01%
+1,581
2668
$12.1K ﹤0.01%
1,427
+959
2669
$12.1K ﹤0.01%
+440
2670
$12.1K ﹤0.01%
+526
2671
$12K ﹤0.01%
364
-65
2672
$12K ﹤0.01%
1,302
2673
$12K ﹤0.01%
401
+398
2674
$12K ﹤0.01%
316
2675
$12K ﹤0.01%
275
-153
105 106
107
108 109