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
2926
$8.27K ﹤0.01%
2,903
+2,485
2927
$8.27K ﹤0.01%
345
2928
$8.22K ﹤0.01%
90
+1
2929
$8.21K ﹤0.01%
793
-13
2930
$8.21K ﹤0.01%
184
+20
2931
$8.21K ﹤0.01%
178
2932
$8.2K ﹤0.01%
+166
2933
$8.2K ﹤0.01%
540
-84
2934
$8.19K ﹤0.01%
452
+430
2935
$8.18K ﹤0.01%
590
2936
$8.15K ﹤0.01%
291
+228
2937
$8.13K ﹤0.01%
420
+279
2938
$8.12K ﹤0.01%
61
2939
$8.08K ﹤0.01%
677
+604
2940
$8.07K ﹤0.01%
589
+515
2941
$8.05K ﹤0.01%
211
-6
2942
$8.01K ﹤0.01%
274
+167
2943
$8.01K ﹤0.01%
+109
2944
$7.99K ﹤0.01%
1,136
+677
2945
$7.98K ﹤0.01%
53
-40
2946
$7.94K ﹤0.01%
5,674
+5,211
2947
$7.91K ﹤0.01%
114
-59
2948
$7.9K ﹤0.01%
5,301
+5,209
2949
$7.89K ﹤0.01%
100
2950
$7.88K ﹤0.01%
990
+972
116 117
118
119 120