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
3126
$5.33K ﹤0.01%
198
+191
3127
$5.32K ﹤0.01%
+485
3128
$5.31K ﹤0.01%
766
+697
3129
$5.29K ﹤0.01%
8,660
+6,996
3130
$5.27K ﹤0.01%
84
-1
3131
$5.27K ﹤0.01%
58
+17
3132
$5.26K ﹤0.01%
91
+57
3133
$5.24K ﹤0.01%
579
+256
3134
$5.22K ﹤0.01%
62
+55
3135
$5.21K ﹤0.01%
616
+460
3136
$5.21K ﹤0.01%
445
-864
3137
$5.2K ﹤0.01%
211
+2
3138
$5.19K ﹤0.01%
+134
3139
$5.17K ﹤0.01%
+2,610
3140
$5.15K ﹤0.01%
487
+406
3141
$5.13K ﹤0.01%
161
+1
3142
$5.12K ﹤0.01%
523
+277
3143
$5.12K ﹤0.01%
+4,377
3144
$5.11K ﹤0.01%
286
-101
3145
$5.11K ﹤0.01%
66
+26
3146
$5.08K ﹤0.01%
449
+347
3147
$5.07K ﹤0.01%
99
+60
3148
$5.04K ﹤0.01%
126
+113
3149
$5.02K ﹤0.01%
+200
3150
$5K ﹤0.01%
208
+187
124 125
126
127 128