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
3026
$6.69K ﹤0.01%
+107
3027
$6.66K ﹤0.01%
+214
3028
$6.6K ﹤0.01%
39
3029
$6.59K ﹤0.01%
83
3030
$6.58K ﹤0.01%
165
3031
$6.58K ﹤0.01%
278
+227
3032
$6.57K ﹤0.01%
185
3033
$6.53K ﹤0.01%
+538
3034
$6.53K ﹤0.01%
+171
3035
$6.51K ﹤0.01%
+872
3036
$6.51K ﹤0.01%
282
-69
3037
$6.42K ﹤0.01%
131
-60
3038
$6.42K ﹤0.01%
1,086
+820
3039
$6.41K ﹤0.01%
57
+2
3040
$6.4K ﹤0.01%
456
3041
$6.36K ﹤0.01%
87
3042
$6.35K ﹤0.01%
974
+293
3043
$6.34K ﹤0.01%
636
+548
3044
$6.34K ﹤0.01%
112
+21
3045
$6.33K ﹤0.01%
212
+57
3046
$6.32K ﹤0.01%
243
3047
$6.29K ﹤0.01%
660
-755
3048
$6.28K ﹤0.01%
109
-98
3049
$6.25K ﹤0.01%
275
3050
$6.25K ﹤0.01%
154
+119
120 121
122
123 124