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
1326
$79.1K ﹤0.01%
279
+115
1327
$78.7K ﹤0.01%
1,345
+738
1328
$78.2K ﹤0.01%
2,825
+2,606
1329
$78.1K ﹤0.01%
1,802
+101
1330
$78.1K ﹤0.01%
2,518
+1,152
1331
$78K ﹤0.01%
1,853
+1,308
1332
$77.8K ﹤0.01%
4,258
+3,593
1333
$77.8K ﹤0.01%
615
+184
1334
$77.7K ﹤0.01%
2,746
+2,628
1335
$77.7K ﹤0.01%
574
+490
1336
$77.6K ﹤0.01%
916
+429
1337
$77.6K ﹤0.01%
497
-65
1338
$77.5K ﹤0.01%
2,465
-34
1339
$77.5K ﹤0.01%
5,000
1340
$77.3K ﹤0.01%
2,263
+2,155
1341
$77.3K ﹤0.01%
207
-2,576
1342
$77.2K ﹤0.01%
43
+30
1343
$77K ﹤0.01%
3,204
+2,792
1344
$77K ﹤0.01%
7,500
1345
$76.9K ﹤0.01%
73,967
+19,332
1346
$76.7K ﹤0.01%
1,368
+1,014
1347
$76.5K ﹤0.01%
2,422
+1,765
1348
$76.3K ﹤0.01%
3,648
1349
$76.1K ﹤0.01%
3,568
+3,169
1350
$76.1K ﹤0.01%
1,642
+343
52 53
54
55 56