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
3051
$6.23K ﹤0.01%
483
+462
3052
$6.21K ﹤0.01%
346
-41
3053
$6.2K ﹤0.01%
389
-157
3054
$6.19K ﹤0.01%
1,159
+823
3055
$6.13K ﹤0.01%
134
+124
3056
$6.12K ﹤0.01%
225
+3
3057
$6.11K ﹤0.01%
125
3058
$6.07K ﹤0.01%
57
-55
3059
$6.05K ﹤0.01%
1,780
+1,246
3060
$6.04K ﹤0.01%
134
-345
3061
$6.03K ﹤0.01%
238
+52
3062
$6.03K ﹤0.01%
128
+127
3063
$6.02K ﹤0.01%
676
+590
3064
$6.01K ﹤0.01%
286
+264
3065
$6K ﹤0.01%
630
+556
3066
$6K ﹤0.01%
204
3067
$5.99K ﹤0.01%
+2,378
3068
$5.96K ﹤0.01%
117
3069
$5.96K ﹤0.01%
1,722
+1,627
3070
$5.96K ﹤0.01%
30
-144
3071
$5.95K ﹤0.01%
399
+14
3072
$5.95K ﹤0.01%
259
+255
3073
$5.95K ﹤0.01%
1,095
+429
3074
$5.94K ﹤0.01%
+143
3075
$5.93K ﹤0.01%
107
-63
121 122
123
124 125