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
3551
$1.66K ﹤0.01%
95
-60
3552
$1.65K ﹤0.01%
39
3553
$1.64K ﹤0.01%
470
-53
3554
$1.63K ﹤0.01%
39
+37
3555
$1.63K ﹤0.01%
220
+112
3556
$1.62K ﹤0.01%
828
+271
3557
$1.62K ﹤0.01%
39
3558
$1.61K ﹤0.01%
75
+23
3559
$1.61K ﹤0.01%
106
-259
3560
$1.61K ﹤0.01%
115
-316
3561
$1.6K ﹤0.01%
+653
3562
$1.6K ﹤0.01%
+25
3563
$1.59K ﹤0.01%
62
+48
3564
$1.59K ﹤0.01%
33
3565
$1.59K ﹤0.01%
99
+75
3566
$1.59K ﹤0.01%
+277
3567
$1.58K ﹤0.01%
639
+452
3568
$1.57K ﹤0.01%
9
3569
$1.57K ﹤0.01%
+142
3570
$1.56K ﹤0.01%
+59
3571
$1.56K ﹤0.01%
1,139
+657
3572
$1.56K ﹤0.01%
113
+103
3573
$1.55K ﹤0.01%
420
+28
3574
$1.55K ﹤0.01%
443
+206
3575
$1.55K ﹤0.01%
165
+19
141 142
143
144 145