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
3601
$1.45K ﹤0.01%
+123
3602
$1.45K ﹤0.01%
+51
3603
$1.45K ﹤0.01%
107
+74
3604
$1.45K ﹤0.01%
174
-67
3605
$1.44K ﹤0.01%
153
+48
3606
$1.44K ﹤0.01%
160
-23
3607
$1.43K ﹤0.01%
487
-14
3608
$1.43K ﹤0.01%
+191
3609
$1.43K ﹤0.01%
179
+163
3610
$1.42K ﹤0.01%
52
+45
3611
$1.41K ﹤0.01%
+117
3612
$1.41K ﹤0.01%
97
+33
3613
$1.41K ﹤0.01%
28
3614
$1.41K ﹤0.01%
29
+25
3615
$1.4K ﹤0.01%
14
3616
$1.4K ﹤0.01%
228
+153
3617
$1.4K ﹤0.01%
+114
3618
$1.4K ﹤0.01%
+32
3619
$1.39K ﹤0.01%
1,238
-1,284
3620
$1.39K ﹤0.01%
+23
3621
$1.39K ﹤0.01%
+79
3622
$1.38K ﹤0.01%
12
3623
$1.38K ﹤0.01%
48
3624
$1.37K ﹤0.01%
624
+620
3625
$1.37K ﹤0.01%
+30
143 144
145
146 147