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
3651
$1.3K ﹤0.01%
+401
3652
$1.3K ﹤0.01%
134
+123
3653
$1.29K ﹤0.01%
44
3654
$1.28K ﹤0.01%
+42
3655
$1.28K ﹤0.01%
259
+172
3656
$1.28K ﹤0.01%
200
+114
3657
$1.27K ﹤0.01%
+470
3658
$1.27K ﹤0.01%
201
+24
3659
$1.26K ﹤0.01%
63
+50
3660
$1.26K ﹤0.01%
+177
3661
$1.26K ﹤0.01%
66
3662
$1.25K ﹤0.01%
176
-307
3663
$1.25K ﹤0.01%
22
+13
3664
$1.24K ﹤0.01%
+252
3665
$1.22K ﹤0.01%
116
+49
3666
$1.21K ﹤0.01%
30
3667
$1.21K ﹤0.01%
4
-16
3668
$1.21K ﹤0.01%
+93
3669
$1.21K ﹤0.01%
14
3670
$1.2K ﹤0.01%
346
+308
3671
$1.19K ﹤0.01%
102
-54
3672
$1.19K ﹤0.01%
19
3673
$1.19K ﹤0.01%
112
+32
3674
$1.18K ﹤0.01%
+143
3675
$1.17K ﹤0.01%
108
+54
145 146
147
148 149