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
3076
$5.92K ﹤0.01%
557
+208
3077
$5.9K ﹤0.01%
166
3078
$5.88K ﹤0.01%
322
+1
3079
$5.87K ﹤0.01%
5
3080
$5.86K ﹤0.01%
278
+93
3081
$5.85K ﹤0.01%
68
+47
3082
$5.85K ﹤0.01%
80
+76
3083
$5.84K ﹤0.01%
557
+249
3084
$5.84K ﹤0.01%
517
+199
3085
$5.82K ﹤0.01%
717
+357
3086
$5.78K ﹤0.01%
130
3087
$5.78K ﹤0.01%
750
3088
$5.76K ﹤0.01%
+1,740
3089
$5.74K ﹤0.01%
88
+46
3090
$5.74K ﹤0.01%
305
+3
3091
$5.72K ﹤0.01%
255
+194
3092
$5.72K ﹤0.01%
6,435
+5,616
3093
$5.71K ﹤0.01%
61
+32
3094
$5.71K ﹤0.01%
1,265
+1,221
3095
$5.7K ﹤0.01%
157
+83
3096
$5.7K ﹤0.01%
441
-78
3097
$5.69K ﹤0.01%
168
+106
3098
$5.67K ﹤0.01%
3,802
+1,558
3099
$5.67K ﹤0.01%
162
+11
3100
$5.66K ﹤0.01%
360