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
1276
$87.2K ﹤0.01%
2,144
+1,830
1277
$87K ﹤0.01%
900
+185
1278
$86.8K ﹤0.01%
2,053
-171
1279
$86.7K ﹤0.01%
7,490
+5,025
1280
$86.7K ﹤0.01%
3,443
-1,194
1281
$86.2K ﹤0.01%
922
+813
1282
$86.1K ﹤0.01%
1,528
+1,043
1283
$85.8K ﹤0.01%
1,360
+1,240
1284
$85.7K ﹤0.01%
1,010
+820
1285
$85.5K ﹤0.01%
3,802
+3,095
1286
$85.4K ﹤0.01%
516
+174
1287
$85.4K ﹤0.01%
3,780
+34
1288
$85K ﹤0.01%
350
+249
1289
$84.9K ﹤0.01%
2,013
+1,099
1290
$84.8K ﹤0.01%
310
+130
1291
$84.8K ﹤0.01%
1,650
+250
1292
$84.6K ﹤0.01%
+1,121
1293
$84.3K ﹤0.01%
465
+392
1294
$84.2K ﹤0.01%
1,789
+926
1295
$84K ﹤0.01%
4,000
+800
1296
$83.8K ﹤0.01%
2,862
-9,201
1297
$83.4K ﹤0.01%
339
+280
1298
$83.3K ﹤0.01%
1,624
+493
1299
$83.3K ﹤0.01%
838
+325
1300
$83.2K ﹤0.01%
1,068
+45
50 51
52
53 54