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
2676
$12K ﹤0.01%
579
-4
2677
$12K ﹤0.01%
500
+262
2678
$11.9K ﹤0.01%
808
+800
2679
$11.9K ﹤0.01%
194
+34
2680
$11.9K ﹤0.01%
+380
2681
$11.9K ﹤0.01%
424
+345
2682
$11.9K ﹤0.01%
1,744
+1,512
2683
$11.9K ﹤0.01%
119
+118
2684
$11.9K ﹤0.01%
1,693
+1,508
2685
$11.8K ﹤0.01%
228
+212
2686
$11.8K ﹤0.01%
+1,001
2687
$11.8K ﹤0.01%
832
-322
2688
$11.8K ﹤0.01%
740
+675
2689
$11.8K ﹤0.01%
356
+306
2690
$11.8K ﹤0.01%
+1,454
2691
$11.7K ﹤0.01%
251
+39
2692
$11.7K ﹤0.01%
417
+242
2693
$11.7K ﹤0.01%
+18,050
2694
$11.7K ﹤0.01%
530
+370
2695
$11.6K ﹤0.01%
826
+154
2696
$11.6K ﹤0.01%
741
-765
2697
$11.6K ﹤0.01%
+665
2698
$11.6K ﹤0.01%
497
2699
$11.6K ﹤0.01%
+402
2700
$11.6K ﹤0.01%
6,968
+5,926
106 107
108
109 110