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
2951
$7.87K ﹤0.01%
370
-83
2952
$7.86K ﹤0.01%
187
-232
2953
$7.81K ﹤0.01%
+583
2954
$7.8K ﹤0.01%
675
+508
2955
$7.8K ﹤0.01%
1,548
+1,237
2956
$7.78K ﹤0.01%
2,780
-849
2957
$7.78K ﹤0.01%
497
+464
2958
$7.76K ﹤0.01%
3,262
+3,159
2959
$7.74K ﹤0.01%
1,791
+1,445
2960
$7.7K ﹤0.01%
1,262
+1,174
2961
$7.69K ﹤0.01%
+335
2962
$7.63K ﹤0.01%
412
-18
2963
$7.62K ﹤0.01%
388
+353
2964
$7.6K ﹤0.01%
320
2965
$7.6K ﹤0.01%
33
-45
2966
$7.59K ﹤0.01%
327
+81
2967
$7.57K ﹤0.01%
1,790
-1,243
2968
$7.48K ﹤0.01%
188
+187
2969
$7.47K ﹤0.01%
+536
2970
$7.44K ﹤0.01%
1,458
+1,416
2971
$7.43K ﹤0.01%
2,037
+1,226
2972
$7.41K ﹤0.01%
1,053
+725
2973
$7.38K ﹤0.01%
352
+287
2974
$7.36K ﹤0.01%
300
-45
2975
$7.35K ﹤0.01%
78
+49
117 118
119
120 121