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
3676
$1.17K ﹤0.01%
129
+79
3677
$1.17K ﹤0.01%
24
-89
3678
$1.16K ﹤0.01%
+388
3679
$1.16K ﹤0.01%
345
3680
$1.16K ﹤0.01%
+59
3681
$1.16K ﹤0.01%
22
3682
$1.15K ﹤0.01%
177
-120
3683
$1.15K ﹤0.01%
22
-43
3684
$1.15K ﹤0.01%
51
+46
3685
$1.15K ﹤0.01%
204
3686
$1.15K ﹤0.01%
35
-72
3687
$1.14K ﹤0.01%
31
-886
3688
$1.13K ﹤0.01%
114
+50
3689
$1.13K ﹤0.01%
76
+1
3690
$1.13K ﹤0.01%
654
+150
3691
$1.12K ﹤0.01%
135
-394
3692
$1.12K ﹤0.01%
+48
3693
$1.11K ﹤0.01%
587
+566
3694
$1.11K ﹤0.01%
14
+3
3695
$1.1K ﹤0.01%
90
+76
3696
$1.1K ﹤0.01%
1,163
+233
3697
$1.09K ﹤0.01%
109
3698
$1.09K ﹤0.01%
231
+135
3699
$1.09K ﹤0.01%
39
+21
3700
$1.09K ﹤0.01%
77
-16
146 147
148
149 150