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
3451
$2.29K ﹤0.01%
+100
3452
$2.28K ﹤0.01%
+404
3453
$2.28K ﹤0.01%
1,042
+936
3454
$2.28K ﹤0.01%
+37
3455
$2.28K ﹤0.01%
330
+230
3456
$2.28K ﹤0.01%
1,615
+767
3457
$2.27K ﹤0.01%
147
+137
3458
$2.27K ﹤0.01%
181
+168
3459
$2.27K ﹤0.01%
12
-3
3460
$2.26K ﹤0.01%
262
+178
3461
$2.26K ﹤0.01%
261
+91
3462
$2.26K ﹤0.01%
634
+539
3463
$2.24K ﹤0.01%
+126
3464
$2.24K ﹤0.01%
350
+148
3465
$2.24K ﹤0.01%
18
-20
3466
$2.24K ﹤0.01%
25
+5
3467
$2.23K ﹤0.01%
2,532
+2,274
3468
$2.22K ﹤0.01%
+308
3469
$2.21K ﹤0.01%
+219
3470
$2.21K ﹤0.01%
+78
3471
$2.2K ﹤0.01%
535
+263
3472
$2.2K ﹤0.01%
84
3473
$2.18K ﹤0.01%
688
+606
3474
$2.16K ﹤0.01%
102
3475
$2.16K ﹤0.01%
+359
137 138
139
140 141