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
1151
$108K ﹤0.01%
2,477
+2,300
1152
$108K ﹤0.01%
1,087
+830
1153
$108K ﹤0.01%
2,576
+2,540
1154
$108K ﹤0.01%
1,381
+1,342
1155
$108K ﹤0.01%
933
+336
1156
$107K ﹤0.01%
2,592
1157
$107K ﹤0.01%
775
+160
1158
$107K ﹤0.01%
1,172
+426
1159
$107K ﹤0.01%
2,616
+2
1160
$107K ﹤0.01%
1,157
+1,007
1161
$107K ﹤0.01%
5,069
+1,170
1162
$106K ﹤0.01%
8,206
+2,970
1163
$106K ﹤0.01%
2,067
+1,637
1164
$106K ﹤0.01%
690
+525
1165
$106K ﹤0.01%
1,103
-2,085
1166
$106K ﹤0.01%
4,243
+1,226
1167
$106K ﹤0.01%
1,441
+1,055
1168
$106K ﹤0.01%
583
+284
1169
$105K ﹤0.01%
2,324
+1,213
1170
$105K ﹤0.01%
14,548
+8,770
1171
$105K ﹤0.01%
1,071
+564
1172
$105K ﹤0.01%
738
+3
1173
$104K ﹤0.01%
536
1174
$104K ﹤0.01%
5,850
+4,442
1175
$104K ﹤0.01%
151
+71
45 46
47
48 49