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
3001
$6.97K ﹤0.01%
988
-54
3002
$6.97K ﹤0.01%
+580
3003
$6.97K ﹤0.01%
652
+96
3004
$6.97K ﹤0.01%
334
3005
$6.97K ﹤0.01%
456
+288
3006
$6.97K ﹤0.01%
394
+386
3007
$6.95K ﹤0.01%
648
+312
3008
$6.95K ﹤0.01%
+3,143
3009
$6.94K ﹤0.01%
70
-36
3010
$6.93K ﹤0.01%
427
+403
3011
$6.92K ﹤0.01%
83
-269
3012
$6.85K ﹤0.01%
104
+86
3013
$6.83K ﹤0.01%
668
-518
3014
$6.8K ﹤0.01%
5,155
+4,281
3015
$6.79K ﹤0.01%
50
+22
3016
$6.79K ﹤0.01%
185
+134
3017
$6.78K ﹤0.01%
927
+598
3018
$6.77K ﹤0.01%
150
-916
3019
$6.77K ﹤0.01%
694
+679
3020
$6.77K ﹤0.01%
483
+246
3021
$6.77K ﹤0.01%
+43
3022
$6.76K ﹤0.01%
294
+103
3023
$6.76K ﹤0.01%
701
+278
3024
$6.74K ﹤0.01%
87
-15
3025
$6.7K ﹤0.01%
218
-109
119 120
121
122 123