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
2876
$8.75K ﹤0.01%
574
+537
2877
$8.74K ﹤0.01%
1,008
+835
2878
$8.72K ﹤0.01%
414
+274
2879
$8.72K ﹤0.01%
1,153
+1,013
2880
$8.71K ﹤0.01%
336
+258
2881
$8.7K ﹤0.01%
1,294
-747
2882
$8.68K ﹤0.01%
199
2883
$8.64K ﹤0.01%
76
+32
2884
$8.63K ﹤0.01%
1,199
+1,186
2885
$8.62K ﹤0.01%
12,021
+11,388
2886
$8.59K ﹤0.01%
585
+467
2887
$8.58K ﹤0.01%
1,846
-363
2888
$8.58K ﹤0.01%
175
2889
$8.58K ﹤0.01%
554
+418
2890
$8.57K ﹤0.01%
56
2891
$8.57K ﹤0.01%
585
+132
2892
$8.55K ﹤0.01%
1,252
+956
2893
$8.54K ﹤0.01%
78
2894
$8.54K ﹤0.01%
1,447
+92
2895
$8.53K ﹤0.01%
746
+246
2896
$8.53K ﹤0.01%
2,487
+1,197
2897
$8.53K ﹤0.01%
1,026
+1,011
2898
$8.52K ﹤0.01%
+205
2899
$8.52K ﹤0.01%
471
+289
2900
$8.51K ﹤0.01%
685
+444
114 115
116
117 118