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
3326
$3.11K ﹤0.01%
106
3327
$3.1K ﹤0.01%
2,442
+927
3328
$3.1K ﹤0.01%
196
+31
3329
$3.09K ﹤0.01%
1,294
-1,670
3330
$3.09K ﹤0.01%
57
-17
3331
$3.07K ﹤0.01%
111
3332
$3.07K ﹤0.01%
838
+610
3333
$3.06K ﹤0.01%
168
+73
3334
$3.06K ﹤0.01%
4,046
+950
3335
$3.05K ﹤0.01%
671
+542
3336
$3.03K ﹤0.01%
117
+20
3337
$3.02K ﹤0.01%
67
-12
3338
$3.01K ﹤0.01%
1,229
+1,216
3339
$3K ﹤0.01%
766
+481
3340
$3K ﹤0.01%
871
+850
3341
$2.99K ﹤0.01%
+982
3342
$2.98K ﹤0.01%
68
+2
3343
$2.97K ﹤0.01%
143
+46
3344
$2.96K ﹤0.01%
292
+183
3345
$2.96K ﹤0.01%
103
+32
3346
$2.94K ﹤0.01%
34
+4
3347
$2.94K ﹤0.01%
98
-105
3348
$2.94K ﹤0.01%
1,768
+706
3349
$2.9K ﹤0.01%
246
+94
3350
$2.9K ﹤0.01%
504
+144
132 133
134
135 136