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
1301
$83.1K ﹤0.01%
698
+1
1302
$83K ﹤0.01%
2,906
+1,704
1303
$82.6K ﹤0.01%
536
+213
1304
$82K ﹤0.01%
954
+794
1305
$81.8K ﹤0.01%
1,505
+1,398
1306
$81.8K ﹤0.01%
15,783
+3,276
1307
$81.7K ﹤0.01%
12,000
+2,000
1308
$81.7K ﹤0.01%
730
+623
1309
$81.5K ﹤0.01%
776
+579
1310
$81.4K ﹤0.01%
1,209
+798
1311
$81.1K ﹤0.01%
8,444
+7,972
1312
$80.9K ﹤0.01%
3,733
+2,507
1313
$80.9K ﹤0.01%
473
1314
$80.9K ﹤0.01%
911
+325
1315
$80.9K ﹤0.01%
5,061
+2,958
1316
$80.7K ﹤0.01%
11,174
+9,292
1317
$80.6K ﹤0.01%
997
+188
1318
$80.5K ﹤0.01%
365
+335
1319
$80.5K ﹤0.01%
1,295
1320
$80.4K ﹤0.01%
337
+172
1321
$79.9K ﹤0.01%
1,554
+376
1322
$79.4K ﹤0.01%
1,985
1323
$79.4K ﹤0.01%
1,046
1324
$79.3K ﹤0.01%
5,137
+2,825
1325
$79.2K ﹤0.01%
1,128
-22
51 52
53
54 55