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
1251
$91.8K ﹤0.01%
5,241
-1,171
1252
$91.7K ﹤0.01%
561
+20
1253
$91.5K ﹤0.01%
2,515
+1,613
1254
$91.5K ﹤0.01%
967
-180
1255
$91.2K ﹤0.01%
2,604
+865
1256
$91.1K ﹤0.01%
6,379
+1,332
1257
$90.9K ﹤0.01%
1,643
+1,614
1258
$90.6K ﹤0.01%
+1,800
1259
$90.6K ﹤0.01%
1,432
+965
1260
$90.5K ﹤0.01%
6,586
+3,654
1261
$90.5K ﹤0.01%
2,500
1262
$90.3K ﹤0.01%
1,136
+449
1263
$89.7K ﹤0.01%
5,148
+1,890
1264
$89.4K ﹤0.01%
10,621
+905
1265
$89.3K ﹤0.01%
923
+601
1266
$89K ﹤0.01%
720
+366
1267
$88.8K ﹤0.01%
272
+218
1268
$88.4K ﹤0.01%
565
+476
1269
$88.3K ﹤0.01%
649
+376
1270
$88.2K ﹤0.01%
934
+859
1271
$88.2K ﹤0.01%
365
+280
1272
$87.4K ﹤0.01%
22,992
+20,492
1273
$87.3K ﹤0.01%
862
+634
1274
$87.2K ﹤0.01%
1,823
-2,131
1275
$87.2K ﹤0.01%
1,065
+698
49 50
51
52 53