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
3526
$1.83K ﹤0.01%
66
3527
$1.82K ﹤0.01%
786
+756
3528
$1.82K ﹤0.01%
832
+352
3529
$1.82K ﹤0.01%
129
-102
3530
$1.81K ﹤0.01%
38
3531
$1.8K ﹤0.01%
69
3532
$1.78K ﹤0.01%
71
3533
$1.77K ﹤0.01%
814
+339
3534
$1.77K ﹤0.01%
969
+170
3535
$1.77K ﹤0.01%
1,064
-187
3536
$1.75K ﹤0.01%
202
+114
3537
$1.73K ﹤0.01%
+148
3538
$1.73K ﹤0.01%
159
-138
3539
$1.73K ﹤0.01%
222
+192
3540
$1.71K ﹤0.01%
90
+48
3541
$1.71K ﹤0.01%
2,342
+749
3542
$1.71K ﹤0.01%
50
3543
$1.71K ﹤0.01%
+1,035
3544
$1.7K ﹤0.01%
79
+44
3545
$1.7K ﹤0.01%
61
3546
$1.69K ﹤0.01%
136
-143
3547
$1.67K ﹤0.01%
466
3548
$1.67K ﹤0.01%
57
-19
3549
$1.67K ﹤0.01%
86
3550
$1.66K ﹤0.01%
836
+828
140 141
142
143 144