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
2801
$9.9K ﹤0.01%
2,000
2802
$9.87K ﹤0.01%
100
+43
2803
$9.87K ﹤0.01%
339
+256
2804
$9.85K ﹤0.01%
506
2805
$9.85K ﹤0.01%
128
2806
$9.83K ﹤0.01%
1,492
+428
2807
$9.83K ﹤0.01%
288
+252
2808
$9.82K ﹤0.01%
344
+122
2809
$9.82K ﹤0.01%
265
+142
2810
$9.81K ﹤0.01%
1,395
+1,202
2811
$9.77K ﹤0.01%
522
+147
2812
$9.75K ﹤0.01%
835
+812
2813
$9.75K ﹤0.01%
492
+342
2814
$9.74K ﹤0.01%
975
+760
2815
$9.73K ﹤0.01%
+149
2816
$9.72K ﹤0.01%
961
-233
2817
$9.69K ﹤0.01%
134
+115
2818
$9.68K ﹤0.01%
1,423
+33
2819
$9.66K ﹤0.01%
+639
2820
$9.63K ﹤0.01%
348
+295
2821
$9.63K ﹤0.01%
1,387
+120
2822
$9.61K ﹤0.01%
2,293
+2,246
2823
$9.59K ﹤0.01%
1,128
+48
2824
$9.57K ﹤0.01%
559
2825
$9.56K ﹤0.01%
338
+110