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
3251
$3.88K ﹤0.01%
247
-36
3252
$3.88K ﹤0.01%
100
-100
3253
$3.84K ﹤0.01%
841
+500
3254
$3.83K ﹤0.01%
58
+1
3255
$3.81K ﹤0.01%
313
+133
3256
$3.81K ﹤0.01%
72
+62
3257
$3.81K ﹤0.01%
325
+200
3258
$3.81K ﹤0.01%
167
-41
3259
$3.81K ﹤0.01%
260
+186
3260
$3.81K ﹤0.01%
134
+84
3261
$3.79K ﹤0.01%
641
+518
3262
$3.79K ﹤0.01%
312
+291
3263
$3.79K ﹤0.01%
58
+41
3264
$3.78K ﹤0.01%
557
+404
3265
$3.78K ﹤0.01%
349
+346
3266
$3.77K ﹤0.01%
458
+433
3267
$3.76K ﹤0.01%
55
+54
3268
$3.73K ﹤0.01%
794
-360
3269
$3.73K ﹤0.01%
158
+153
3270
$3.72K ﹤0.01%
35
+14
3271
$3.71K ﹤0.01%
330
-56
3272
$3.71K ﹤0.01%
1,360
+860
3273
$3.71K ﹤0.01%
77
-46
3274
$3.7K ﹤0.01%
98
+3
3275
$3.68K ﹤0.01%
375
-235
129 130
131
132 133