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
3501
$1.98K ﹤0.01%
+1,192
3502
$1.98K ﹤0.01%
23
+20
3503
$1.97K ﹤0.01%
46
+36
3504
$1.96K ﹤0.01%
+1,125
3505
$1.95K ﹤0.01%
+219
3506
$1.95K ﹤0.01%
+149
3507
$1.94K ﹤0.01%
74
+35
3508
$1.94K ﹤0.01%
533
+290
3509
$1.93K ﹤0.01%
308
+260
3510
$1.93K ﹤0.01%
+2,286
3511
$1.92K ﹤0.01%
296
-49
3512
$1.92K ﹤0.01%
+71
3513
$1.92K ﹤0.01%
+610
3514
$1.9K ﹤0.01%
213
+30
3515
$1.89K ﹤0.01%
+300
3516
$1.89K ﹤0.01%
377
+105
3517
$1.87K ﹤0.01%
450
-12
3518
$1.86K ﹤0.01%
231
-670
3519
$1.86K ﹤0.01%
215
+188
3520
$1.86K ﹤0.01%
1,768
+974
3521
$1.85K ﹤0.01%
+75
3522
$1.85K ﹤0.01%
183
-57
3523
$1.84K ﹤0.01%
+363
3524
$1.83K ﹤0.01%
+115
3525
$1.83K ﹤0.01%
141
-783
139 140
141
142 143