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
1201
$99.3K ﹤0.01%
3,690
+946
1202
$99.2K ﹤0.01%
4,512
+4,301
1203
$99.2K ﹤0.01%
1,358
+965
1204
$99.2K ﹤0.01%
1,136
-86
1205
$99.2K ﹤0.01%
574
+182
1206
$99K ﹤0.01%
755
+532
1207
$99K ﹤0.01%
8,333
1208
$99K ﹤0.01%
3,566
+3,401
1209
$98.9K ﹤0.01%
1,162
+765
1210
$98.8K ﹤0.01%
8,727
+1,250
1211
$98.8K ﹤0.01%
906
+727
1212
$98.7K ﹤0.01%
1,237
1213
$98.4K ﹤0.01%
2,471
+469
1214
$98.4K ﹤0.01%
449
+197
1215
$98.1K ﹤0.01%
3,440
+1,674
1216
$97.6K ﹤0.01%
3,685
+696
1217
$97.3K ﹤0.01%
191
-13
1218
$96.9K ﹤0.01%
1,469
+797
1219
$96.7K ﹤0.01%
1,018
+830
1220
$96.5K ﹤0.01%
175
+58
1221
$95.8K ﹤0.01%
4,295
+4,246
1222
$95.8K ﹤0.01%
4,322
+2,081
1223
$95.8K ﹤0.01%
1,331
+134
1224
$95.7K ﹤0.01%
1,583
+1,089
1225
$95.7K ﹤0.01%
902
+313
47 48
49
50 51