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
3301
$3.37K ﹤0.01%
365
3302
$3.36K ﹤0.01%
1,362
+350
3303
$3.36K ﹤0.01%
23
-7
3304
$3.35K ﹤0.01%
858
+644
3305
$3.34K ﹤0.01%
33
3306
$3.31K ﹤0.01%
+45
3307
$3.3K ﹤0.01%
93
+92
3308
$3.28K ﹤0.01%
101
3309
$3.27K ﹤0.01%
86
+12
3310
$3.26K ﹤0.01%
72
3311
$3.26K ﹤0.01%
275
+41
3312
$3.25K ﹤0.01%
308
3313
$3.25K ﹤0.01%
14
-20
3314
$3.25K ﹤0.01%
449
-256
3315
$3.24K ﹤0.01%
25
-51
3316
$3.23K ﹤0.01%
140
+35
3317
$3.23K ﹤0.01%
+865
3318
$3.21K ﹤0.01%
+291
3319
$3.21K ﹤0.01%
133
+108
3320
$3.21K ﹤0.01%
358
+351
3321
$3.18K ﹤0.01%
288
+246
3322
$3.17K ﹤0.01%
87
-243
3323
$3.15K ﹤0.01%
169
+130
3324
$3.14K ﹤0.01%
79
3325
$3.13K ﹤0.01%
+1,160
131 132
133
134 135