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
1226
$95.2K ﹤0.01%
5,616
+5,301
1227
$94.8K ﹤0.01%
5,000
1228
$94.8K ﹤0.01%
7,431
+6,223
1229
$94.5K ﹤0.01%
2,461
+179
1230
$94.4K ﹤0.01%
5,752
-40
1231
$94.3K ﹤0.01%
1,816
+625
1232
$94K ﹤0.01%
5,429
+4,191
1233
$93.9K ﹤0.01%
3,176
1234
$93.9K ﹤0.01%
3,283
+1,610
1235
$93.8K ﹤0.01%
6,722
+6,508
1236
$93.8K ﹤0.01%
+2,000
1237
$93.8K ﹤0.01%
+875
1238
$93.5K ﹤0.01%
7,519
+3,995
1239
$93.4K ﹤0.01%
2,146
+1,027
1240
$93.3K ﹤0.01%
8,956
+5,779
1241
$93.2K ﹤0.01%
6,700
1242
$93.1K ﹤0.01%
3,230
+2,309
1243
$92.8K ﹤0.01%
1,163
+703
1244
$92.7K ﹤0.01%
941
-318
1245
$92.5K ﹤0.01%
1,611
+710
1246
$92.4K ﹤0.01%
3,365
+960
1247
$92.4K ﹤0.01%
1,595
+755
1248
$92.3K ﹤0.01%
646
+535
1249
$92.1K ﹤0.01%
293
+5
1250
$91.9K ﹤0.01%
968
+262
48 49
50
51 52