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
3151
$4.99K ﹤0.01%
85
+42
3152
$4.98K ﹤0.01%
973
+261
3153
$4.95K ﹤0.01%
27
+16
3154
$4.94K ﹤0.01%
77
-130
3155
$4.93K ﹤0.01%
124
+13
3156
$4.91K ﹤0.01%
47
+15
3157
$4.91K ﹤0.01%
2,710
+2,213
3158
$4.9K ﹤0.01%
360
-43
3159
$4.89K ﹤0.01%
325
-438
3160
$4.85K ﹤0.01%
261
+209
3161
$4.84K ﹤0.01%
+998
3162
$4.84K ﹤0.01%
923
-71
3163
$4.83K ﹤0.01%
357
+341
3164
$4.81K ﹤0.01%
+225
3165
$4.8K ﹤0.01%
+524
3166
$4.79K ﹤0.01%
+1,285
3167
$4.79K ﹤0.01%
49
+45
3168
$4.78K ﹤0.01%
307
-39
3169
$4.77K ﹤0.01%
+112
3170
$4.76K ﹤0.01%
+661
3171
$4.75K ﹤0.01%
2,764
-2,131
3172
$4.74K ﹤0.01%
89
-400
3173
$4.73K ﹤0.01%
167
+101
3174
$4.73K ﹤0.01%
+29
3175
$4.7K ﹤0.01%
198
+188
125 126
127
128 129