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
2726
$11.2K ﹤0.01%
292
+122
2727
$11.2K ﹤0.01%
2,242
+2,175
2728
$11.1K ﹤0.01%
379
+289
2729
$11.1K ﹤0.01%
+669
2730
$11.1K ﹤0.01%
830
-9
2731
$11.1K ﹤0.01%
190
2732
$11.1K ﹤0.01%
602
+18
2733
$11K ﹤0.01%
503
+442
2734
$11K ﹤0.01%
533
+109
2735
$11K ﹤0.01%
983
+118
2736
$11K ﹤0.01%
237
+196
2737
$11K ﹤0.01%
+336
2738
$11K ﹤0.01%
336
2739
$11K ﹤0.01%
160
+82
2740
$10.9K ﹤0.01%
327
+149
2741
$10.9K ﹤0.01%
300
2742
$10.9K ﹤0.01%
385
+279
2743
$10.9K ﹤0.01%
117
+7
2744
$10.9K ﹤0.01%
106
+77
2745
$10.9K ﹤0.01%
649
-212
2746
$10.8K ﹤0.01%
39
-14
2747
$10.8K ﹤0.01%
664
+376
2748
$10.8K ﹤0.01%
+508
2749
$10.8K ﹤0.01%
199
+58
2750
$10.8K ﹤0.01%
656
+19
108 109
110
111 112