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
2851
$9.25K ﹤0.01%
1,096
+581
2852
$9.24K ﹤0.01%
415
2853
$9.22K ﹤0.01%
227
-66
2854
$9.21K ﹤0.01%
4,748
+4,242
2855
$9.17K ﹤0.01%
3,474
+3,231
2856
$9.11K ﹤0.01%
374
+298
2857
$9.11K ﹤0.01%
198
+195
2858
$9.09K ﹤0.01%
394
+198
2859
$9.08K ﹤0.01%
944
-721
2860
$9.08K ﹤0.01%
+1,098
2861
$9.04K ﹤0.01%
+271
2862
$9.04K ﹤0.01%
133
+96
2863
$9.04K ﹤0.01%
+549
2864
$9.01K ﹤0.01%
255
+55
2865
$8.99K ﹤0.01%
700
2866
$8.96K ﹤0.01%
68
-74
2867
$8.94K ﹤0.01%
181
+178
2868
$8.9K ﹤0.01%
379
+3
2869
$8.85K ﹤0.01%
2,472
+2,199
2870
$8.85K ﹤0.01%
352
+245
2871
$8.84K ﹤0.01%
+784
2872
$8.83K ﹤0.01%
758
+342
2873
$8.8K ﹤0.01%
624
+613
2874
$8.77K ﹤0.01%
111
+110
2875
$8.76K ﹤0.01%
169
113 114
115
116 117