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
3476
$2.16K ﹤0.01%
310
+244
3477
$2.16K ﹤0.01%
188
-468
3478
$2.15K ﹤0.01%
69
+49
3479
$2.13K ﹤0.01%
163
-365
3480
$2.12K ﹤0.01%
104
-248
3481
$2.12K ﹤0.01%
734
+536
3482
$2.12K ﹤0.01%
1,176
+842
3483
$2.12K ﹤0.01%
+1,567
3484
$2.11K ﹤0.01%
176
+141
3485
$2.1K ﹤0.01%
1,006
+956
3486
$2.1K ﹤0.01%
11
+9
3487
$2.07K ﹤0.01%
120
+80
3488
$2.06K ﹤0.01%
+61
3489
$2.06K ﹤0.01%
62
+21
3490
$2.06K ﹤0.01%
41
-401
3491
$2.06K ﹤0.01%
853
-190
3492
$2.02K ﹤0.01%
262
+198
3493
$2.02K ﹤0.01%
524
+75
3494
$2.02K ﹤0.01%
94
+18
3495
$2.02K ﹤0.01%
+505
3496
$2K ﹤0.01%
+199
3497
$2K ﹤0.01%
124
+26
3498
$1.99K ﹤0.01%
+79
3499
$1.99K ﹤0.01%
+933
3500
$1.98K ﹤0.01%
109
+86
138 139
140
141 142