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
3101
$5.64K ﹤0.01%
830
+378
3102
$5.63K ﹤0.01%
178
+78
3103
$5.63K ﹤0.01%
896
+848
3104
$5.63K ﹤0.01%
92
+48
3105
$5.63K ﹤0.01%
+1,182
3106
$5.61K ﹤0.01%
176
3107
$5.59K ﹤0.01%
106
-1,118
3108
$5.56K ﹤0.01%
311
+78
3109
$5.54K ﹤0.01%
818
+519
3110
$5.54K ﹤0.01%
807
-106
3111
$5.51K ﹤0.01%
139
-29
3112
$5.49K ﹤0.01%
327
+144
3113
$5.48K ﹤0.01%
+233
3114
$5.48K ﹤0.01%
100
3115
$5.48K ﹤0.01%
291
-48
3116
$5.47K ﹤0.01%
146
-108
3117
$5.47K ﹤0.01%
4,176
+4,029
3118
$5.43K ﹤0.01%
1,067
+97
3119
$5.43K ﹤0.01%
320
-550
3120
$5.42K ﹤0.01%
+199
3121
$5.42K ﹤0.01%
5,474
+3,912
3122
$5.36K ﹤0.01%
397
-266
3123
$5.35K ﹤0.01%
+936
3124
$5.33K ﹤0.01%
90
3125
$5.33K ﹤0.01%
97
+47
123 124
125
126 127