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
2826
$9.54K ﹤0.01%
302
+178
2827
$9.53K ﹤0.01%
+963
2828
$9.52K ﹤0.01%
373
+175
2829
$9.5K ﹤0.01%
92
+29
2830
$9.49K ﹤0.01%
100
2831
$9.48K ﹤0.01%
255
+1
2832
$9.45K ﹤0.01%
569
+513
2833
$9.43K ﹤0.01%
3,641
+176
2834
$9.41K ﹤0.01%
+378
2835
$9.41K ﹤0.01%
98
2836
$9.4K ﹤0.01%
+2,223
2837
$9.4K ﹤0.01%
1,026
2838
$9.38K ﹤0.01%
136
+134
2839
$9.38K ﹤0.01%
+363
2840
$9.38K ﹤0.01%
221
+220
2841
$9.37K ﹤0.01%
500
2842
$9.35K ﹤0.01%
346
-15,604
2843
$9.34K ﹤0.01%
3,553
+3,101
2844
$9.34K ﹤0.01%
3,421
+2,261
2845
$9.33K ﹤0.01%
409
+387
2846
$9.32K ﹤0.01%
395
+173
2847
$9.3K ﹤0.01%
99
2848
$9.29K ﹤0.01%
212
+59
2849
$9.27K ﹤0.01%
200
2850
$9.26K ﹤0.01%
157
+145