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
1176
$104K ﹤0.01%
232
+85
1177
$104K ﹤0.01%
1,550
+244
1178
$104K ﹤0.01%
3,501
+2,758
1179
$104K ﹤0.01%
10,700
+3,200
1180
$104K ﹤0.01%
525
+262
1181
$104K ﹤0.01%
1,307
+369
1182
$103K ﹤0.01%
1,079
-674
1183
$103K ﹤0.01%
5,342
+5,256
1184
$102K ﹤0.01%
538
+435
1185
$102K ﹤0.01%
3,420
-3,137
1186
$102K ﹤0.01%
2,747
+1,723
1187
$102K ﹤0.01%
1,918
+863
1188
$101K ﹤0.01%
1,182
+493
1189
$101K ﹤0.01%
974
+503
1190
$101K ﹤0.01%
1,884
1191
$101K ﹤0.01%
2,501
-338
1192
$101K ﹤0.01%
531
+190
1193
$100K ﹤0.01%
1,784
-1,120
1194
$100K ﹤0.01%
793
+469
1195
$100K ﹤0.01%
1,536
+721
1196
$100K ﹤0.01%
+2,284
1197
$99.9K ﹤0.01%
2,667
+464
1198
$99.8K ﹤0.01%
2,428
+759
1199
$99.7K ﹤0.01%
2,907
+2,016
1200
$99.3K ﹤0.01%
3,316
+1,395
46 47
48
49 50