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
3376
$2.78K ﹤0.01%
69
-43
3377
$2.77K ﹤0.01%
53
3378
$2.76K ﹤0.01%
403
+390
3379
$2.75K ﹤0.01%
100
3380
$2.75K ﹤0.01%
161
+158
3381
$2.75K ﹤0.01%
+1,570
3382
$2.73K ﹤0.01%
2,350
-127
3383
$2.72K ﹤0.01%
55
+51
3384
$2.72K ﹤0.01%
170
3385
$2.72K ﹤0.01%
107
+76
3386
$2.71K ﹤0.01%
44
-5
3387
$2.71K ﹤0.01%
+72
3388
$2.69K ﹤0.01%
+231
3389
$2.69K ﹤0.01%
272
+243
3390
$2.67K ﹤0.01%
620
+532
3391
$2.67K ﹤0.01%
1,011
+43
3392
$2.67K ﹤0.01%
353
+210
3393
$2.66K ﹤0.01%
43
+30
3394
$2.64K ﹤0.01%
+351
3395
$2.64K ﹤0.01%
657
+281
3396
$2.64K ﹤0.01%
449
+247
3397
$2.63K ﹤0.01%
133
+121
3398
$2.63K ﹤0.01%
9
+6
3399
$2.63K ﹤0.01%
239
+146
3400
$2.62K ﹤0.01%
530
+54
134 135
136
137 138