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
3201
$4.44K ﹤0.01%
423
+413
3202
$4.43K ﹤0.01%
52
-19,344
3203
$4.41K ﹤0.01%
219
-169
3204
$4.4K ﹤0.01%
131
+123
3205
$4.38K ﹤0.01%
316
+152
3206
$4.37K ﹤0.01%
220
+187
3207
$4.37K ﹤0.01%
2,041
+1,654
3208
$4.36K ﹤0.01%
206
+186
3209
$4.34K ﹤0.01%
2,272
+1,809
3210
$4.33K ﹤0.01%
462
+57
3211
$4.33K ﹤0.01%
+1,874
3212
$4.33K ﹤0.01%
2,218
+804
3213
$4.32K ﹤0.01%
474
-1,232
3214
$4.3K ﹤0.01%
257
3215
$4.28K ﹤0.01%
400
3216
$4.28K ﹤0.01%
83
+39
3217
$4.26K ﹤0.01%
31
-24
3218
$4.24K ﹤0.01%
136
+112
3219
$4.24K ﹤0.01%
+360
3220
$4.24K ﹤0.01%
892
-146
3221
$4.22K ﹤0.01%
10
+5
3222
$4.22K ﹤0.01%
493
-469
3223
$4.21K ﹤0.01%
360
-177
3224
$4.17K ﹤0.01%
1,064
+907
3225
$4.17K ﹤0.01%
817
+565
127 128
129
130 131