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
3701
$1.08K ﹤0.01%
507
+244
3702
$1.08K ﹤0.01%
+165
3703
$1.08K ﹤0.01%
270
-125
3704
$1.08K ﹤0.01%
67
-70
3705
$1.07K ﹤0.01%
250
3706
$1.06K ﹤0.01%
+135
3707
$1.06K ﹤0.01%
+91
3708
$1.06K ﹤0.01%
26
3709
$1.06K ﹤0.01%
179
-338
3710
$1.05K ﹤0.01%
147
+61
3711
$1.05K ﹤0.01%
69
+34
3712
$1.05K ﹤0.01%
126
+112
3713
$1.04K ﹤0.01%
792
+228
3714
$1.04K ﹤0.01%
403
+368
3715
$1.04K ﹤0.01%
419
+393
3716
$1.04K ﹤0.01%
36
+9
3717
$1.03K ﹤0.01%
294
-313
3718
$1.03K ﹤0.01%
330
-155
3719
$1.02K ﹤0.01%
+257
3720
$1.02K ﹤0.01%
46
+15
3721
$1.02K ﹤0.01%
+505
3722
$1.02K ﹤0.01%
25
3723
$1.02K ﹤0.01%
6
3724
$1.02K ﹤0.01%
25
+4
3725
$1.01K ﹤0.01%
+34
147 148
149
150 151