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
3351
$2.9K ﹤0.01%
+92
3352
$2.9K ﹤0.01%
+500
3353
$2.89K ﹤0.01%
+200
3354
$2.89K ﹤0.01%
294
+113
3355
$2.88K ﹤0.01%
+100
3356
$2.88K ﹤0.01%
+26
3357
$2.87K ﹤0.01%
+368
3358
$2.86K ﹤0.01%
94
+50
3359
$2.86K ﹤0.01%
9
+3
3360
$2.85K ﹤0.01%
29
-220
3361
$2.85K ﹤0.01%
130
-30
3362
$2.84K ﹤0.01%
+635
3363
$2.83K ﹤0.01%
144
+87
3364
$2.83K ﹤0.01%
48
3365
$2.82K ﹤0.01%
500
+340
3366
$2.82K ﹤0.01%
100
3367
$2.81K ﹤0.01%
84
-12,408
3368
$2.81K ﹤0.01%
250
3369
$2.81K ﹤0.01%
+483
3370
$2.8K ﹤0.01%
224
-1,028
3371
$2.8K ﹤0.01%
20
+16
3372
$2.8K ﹤0.01%
356
-17
3373
$2.8K ﹤0.01%
99
+98
3374
$2.8K ﹤0.01%
69
+55
3375
$2.79K ﹤0.01%
865
+683
133 134
135
136 137