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
3276
$3.68K ﹤0.01%
371
+252
3277
$3.68K ﹤0.01%
181
+55
3278
$3.65K ﹤0.01%
176
3279
$3.61K ﹤0.01%
262
+250
3280
$3.6K ﹤0.01%
166
3281
$3.59K ﹤0.01%
79
-29
3282
$3.58K ﹤0.01%
459
+211
3283
$3.57K ﹤0.01%
613
+338
3284
$3.57K ﹤0.01%
1,564
-4,548
3285
$3.56K ﹤0.01%
736
+705
3286
$3.55K ﹤0.01%
862
+798
3287
$3.54K ﹤0.01%
255
+103
3288
$3.53K ﹤0.01%
2,677
+397
3289
$3.53K ﹤0.01%
106
-16
3290
$3.53K ﹤0.01%
+170
3291
$3.52K ﹤0.01%
225
+67
3292
$3.52K ﹤0.01%
982
+366
3293
$3.48K ﹤0.01%
171
-1,267
3294
$3.47K ﹤0.01%
+847
3295
$3.46K ﹤0.01%
408
-251
3296
$3.46K ﹤0.01%
89
-57
3297
$3.42K ﹤0.01%
36
+27
3298
$3.39K ﹤0.01%
309
+174
3299
$3.39K ﹤0.01%
502
+110
3300
$3.38K ﹤0.01%
234
-175
130 131
132
133 134