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
3576
$1.55K ﹤0.01%
+1,582
3577
$1.55K ﹤0.01%
74
+40
3578
$1.54K ﹤0.01%
552
-52
3579
$1.54K ﹤0.01%
+83
3580
$1.54K ﹤0.01%
+231
3581
$1.52K ﹤0.01%
94
+67
3582
$1.52K ﹤0.01%
109
3583
$1.52K ﹤0.01%
+60
3584
$1.52K ﹤0.01%
229
+184
3585
$1.52K ﹤0.01%
54
+28
3586
$1.51K ﹤0.01%
24
3587
$1.51K ﹤0.01%
+687
3588
$1.5K ﹤0.01%
1,550
+267
3589
$1.5K ﹤0.01%
50
+49
3590
$1.5K ﹤0.01%
174
+2
3591
$1.5K ﹤0.01%
+218
3592
$1.49K ﹤0.01%
186
+106
3593
$1.49K ﹤0.01%
156
+121
3594
$1.49K ﹤0.01%
83
+68
3595
$1.49K ﹤0.01%
121
-36
3596
$1.48K ﹤0.01%
+511
3597
$1.47K ﹤0.01%
67
+66
3598
$1.47K ﹤0.01%
+129
3599
$1.47K ﹤0.01%
118
+77
3600
$1.46K ﹤0.01%
35
+24
142 143
144
145 146