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
3176
$4.7K ﹤0.01%
433
+300
3177
$4.69K ﹤0.01%
329
+74
3178
$4.68K ﹤0.01%
79
-9
3179
$4.67K ﹤0.01%
426
+375
3180
$4.64K ﹤0.01%
87
+17
3181
$4.64K ﹤0.01%
821
+722
3182
$4.6K ﹤0.01%
77
+53
3183
$4.6K ﹤0.01%
346
-44
3184
$4.59K ﹤0.01%
283
+40
3185
$4.58K ﹤0.01%
225
+148
3186
$4.57K ﹤0.01%
169
3187
$4.57K ﹤0.01%
3,217
+2,265
3188
$4.55K ﹤0.01%
507
+158
3189
$4.54K ﹤0.01%
100
3190
$4.54K ﹤0.01%
53
3191
$4.53K ﹤0.01%
+906
3192
$4.51K ﹤0.01%
782
+385
3193
$4.51K ﹤0.01%
1,172
+1,022
3194
$4.5K ﹤0.01%
746
+164
3195
$4.49K ﹤0.01%
182
+36
3196
$4.48K ﹤0.01%
91
+36
3197
$4.47K ﹤0.01%
129
+1
3198
$4.46K ﹤0.01%
356
+354
3199
$4.45K ﹤0.01%
72
3200
$4.45K ﹤0.01%
427
+268
126 127
128
129 130