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
2976
$7.35K ﹤0.01%
41
+29
2977
$7.33K ﹤0.01%
200
2978
$7.29K ﹤0.01%
585
+533
2979
$7.28K ﹤0.01%
245
+23
2980
$7.27K ﹤0.01%
680
-596
2981
$7.27K ﹤0.01%
86
+57
2982
$7.26K ﹤0.01%
40
+20
2983
$7.2K ﹤0.01%
32
2984
$7.19K ﹤0.01%
258
+202
2985
$7.13K ﹤0.01%
134
+58
2986
$7.13K ﹤0.01%
170
-213
2987
$7.11K ﹤0.01%
165
+1
2988
$7.1K ﹤0.01%
328
2989
$7.1K ﹤0.01%
273
+129
2990
$7.09K ﹤0.01%
317
-22
2991
$7.08K ﹤0.01%
+360
2992
$7.07K ﹤0.01%
482
+182
2993
$7.05K ﹤0.01%
150
+46
2994
$7.04K ﹤0.01%
+509
2995
$7.04K ﹤0.01%
4,992
+3,446
2996
$7.04K ﹤0.01%
1,250
+1,206
2997
$6.99K ﹤0.01%
175
+139
2998
$6.99K ﹤0.01%
270
2999
$6.98K ﹤0.01%
208
+174
3000
$6.98K ﹤0.01%
+381
118 119
120
121 122