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
2701
$11.5K ﹤0.01%
475
+3
2702
$11.5K ﹤0.01%
620
+607
2703
$11.5K ﹤0.01%
269
+185
2704
$11.5K ﹤0.01%
240
-24
2705
$11.5K ﹤0.01%
221
+138
2706
$11.5K ﹤0.01%
+276
2707
$11.5K ﹤0.01%
168
-23
2708
$11.5K ﹤0.01%
4,060
+3,235
2709
$11.5K ﹤0.01%
1,262
-8
2710
$11.5K ﹤0.01%
688
+401
2711
$11.5K ﹤0.01%
+301
2712
$11.5K ﹤0.01%
138
+133
2713
$11.4K ﹤0.01%
290
+287
2714
$11.4K ﹤0.01%
+408
2715
$11.4K ﹤0.01%
74
+41
2716
$11.4K ﹤0.01%
783
+139
2717
$11.4K ﹤0.01%
3,240
+2,170
2718
$11.4K ﹤0.01%
901
+880
2719
$11.4K ﹤0.01%
301
2720
$11.4K ﹤0.01%
744
+618
2721
$11.3K ﹤0.01%
286
+283
2722
$11.3K ﹤0.01%
144
+101
2723
$11.3K ﹤0.01%
1,509
+929
2724
$11.3K ﹤0.01%
512
+461
2725
$11.2K ﹤0.01%
74
+68
107 108
109
110 111