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
3426
$2.46K ﹤0.01%
53
3427
$2.46K ﹤0.01%
33
-16
3428
$2.45K ﹤0.01%
52
-3
3429
$2.45K ﹤0.01%
53
+14
3430
$2.45K ﹤0.01%
68
3431
$2.45K ﹤0.01%
71
-187
3432
$2.44K ﹤0.01%
670
+153
3433
$2.44K ﹤0.01%
+517
3434
$2.43K ﹤0.01%
20
-50
3435
$2.42K ﹤0.01%
553
-326
3436
$2.42K ﹤0.01%
46
+31
3437
$2.41K ﹤0.01%
+145
3438
$2.39K ﹤0.01%
261
-94
3439
$2.38K ﹤0.01%
+92
3440
$2.38K ﹤0.01%
47
3441
$2.37K ﹤0.01%
37
3442
$2.35K ﹤0.01%
54
+47
3443
$2.33K ﹤0.01%
1,163
-1,840
3444
$2.32K ﹤0.01%
+507
3445
$2.32K ﹤0.01%
733
+442
3446
$2.31K ﹤0.01%
864
+633
3447
$2.31K ﹤0.01%
121
+76
3448
$2.3K ﹤0.01%
60
3449
$2.3K ﹤0.01%
+197
3450
$2.3K ﹤0.01%
281
+64
136 137
138
139 140