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
51
$10.1M 0.46%
177,380
-7,965
52
$10.1M 0.46%
247,893
+40,137
53
$10M 0.45%
54,787
+1,820
54
$9.84M 0.44%
20,252
+6,358
55
$9.77M 0.44%
33,691
+985
56
$9.56M 0.43%
424,878
+19,247
57
$9.44M 0.43%
25,737
-3,499
58
$9.36M 0.42%
11,674
-567
59
$9M 0.41%
116,406
-2,385
60
$8.99M 0.41%
152,978
+31,485
61
$8.83M 0.4%
132,141
-7,484
62
$8.77M 0.4%
49,411
+1,222
63
$8.74M 0.4%
220,359
+5,287
64
$8.43M 0.38%
237,070
+41,642
65
$8.43M 0.38%
89,986
+87,471
66
$8.33M 0.38%
16,350
-1,014
67
$8.14M 0.37%
54,392
+904
68
$7.93M 0.36%
113,983
-849
69
$7.61M 0.34%
297,019
+5,189
70
$7.51M 0.34%
1,016,015
+14,472
71
$7.49M 0.34%
76,579
+1,556
72
$7.45M 0.34%
155,266
+121,812
73
$7.45M 0.34%
280,615
+113,402
74
$7.34M 0.33%
173,672
+47,891
75
$7.18M 0.32%
53,650
+2,550
1 2
3
4 5