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
3226
$4.16K ﹤0.01%
75
+66
3227
$4.16K ﹤0.01%
26
+22
3228
$4.14K ﹤0.01%
580
+509
3229
$4.14K ﹤0.01%
64
-47
3230
$4.13K ﹤0.01%
209
+134
3231
$4.13K ﹤0.01%
353
+301
3232
$4.13K ﹤0.01%
1,012
+584
3233
$4.11K ﹤0.01%
65
+46
3234
$4.1K ﹤0.01%
806
+496
3235
$4.1K ﹤0.01%
141
+67
3236
$4.1K ﹤0.01%
117
3237
$4.08K ﹤0.01%
151
+39
3238
$4.04K ﹤0.01%
15
3239
$4.03K ﹤0.01%
369
-258
3240
$4.03K ﹤0.01%
+176
3241
$4.02K ﹤0.01%
415
-40
3242
$3.99K ﹤0.01%
+292
3243
$3.96K ﹤0.01%
+37
3244
$3.94K ﹤0.01%
+129
3245
$3.94K ﹤0.01%
685
-24
3246
$3.94K ﹤0.01%
298
-24
3247
$3.92K ﹤0.01%
1,599
+1,376
3248
$3.9K ﹤0.01%
279
+251
3249
$3.89K ﹤0.01%
+103
3250
$3.89K ﹤0.01%
381
+340
128 129
130
131 132