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
2901
$8.51K ﹤0.01%
+335
2902
$8.5K ﹤0.01%
123
-149
2903
$8.46K ﹤0.01%
101
+93
2904
$8.45K ﹤0.01%
892
+700
2905
$8.44K ﹤0.01%
1,306
+415
2906
$8.43K ﹤0.01%
1,287
+643
2907
$8.42K ﹤0.01%
105
2908
$8.42K ﹤0.01%
893
+472
2909
$8.42K ﹤0.01%
123
+37
2910
$8.42K ﹤0.01%
2,058
+1,383
2911
$8.4K ﹤0.01%
+522
2912
$8.4K ﹤0.01%
1,337
+617
2913
$8.4K ﹤0.01%
372
+334
2914
$8.36K ﹤0.01%
1,138
+124
2915
$8.36K ﹤0.01%
180
+16
2916
$8.33K ﹤0.01%
105
2917
$8.33K ﹤0.01%
496
+471
2918
$8.32K ﹤0.01%
2,306
+2,300
2919
$8.32K ﹤0.01%
30
-168
2920
$8.31K ﹤0.01%
376
+65
2921
$8.3K ﹤0.01%
110
-37
2922
$8.3K ﹤0.01%
786
2923
$8.3K ﹤0.01%
880
-280
2924
$8.3K ﹤0.01%
770
+103
2925
$8.29K ﹤0.01%
98
-61
115 116
117
118 119