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
3401
$2.61K ﹤0.01%
250
3402
$2.61K ﹤0.01%
88
+71
3403
$2.61K ﹤0.01%
350
3404
$2.6K ﹤0.01%
+192
3405
$2.6K ﹤0.01%
98
-329
3406
$2.6K ﹤0.01%
533
+157
3407
$2.58K ﹤0.01%
120
+74
3408
$2.57K ﹤0.01%
162
-873
3409
$2.57K ﹤0.01%
+628
3410
$2.57K ﹤0.01%
53
3411
$2.56K ﹤0.01%
50
3412
$2.54K ﹤0.01%
629
+283
3413
$2.54K ﹤0.01%
65
3414
$2.51K ﹤0.01%
1,427
+830
3415
$2.51K ﹤0.01%
438
-42
3416
$2.51K ﹤0.01%
1,694
3417
$2.5K ﹤0.01%
+289
3418
$2.49K ﹤0.01%
77
-73
3419
$2.49K ﹤0.01%
+50
3420
$2.48K ﹤0.01%
100
3421
$2.48K ﹤0.01%
+281
3422
$2.48K ﹤0.01%
163
+3
3423
$2.48K ﹤0.01%
304
+289
3424
$2.46K ﹤0.01%
1,290
+1,100
3425
$2.46K ﹤0.01%
74
135 136
137
138 139