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
1351
$75.8K ﹤0.01%
1,550
+708
1352
$75.7K ﹤0.01%
225
+177
1353
$75.6K ﹤0.01%
868
+433
1354
$75.6K ﹤0.01%
1,120
+257
1355
$75.4K ﹤0.01%
10
+5
1356
$75.1K ﹤0.01%
6,650
+1,387
1357
$75K ﹤0.01%
789
-822
1358
$74.9K ﹤0.01%
4,093
-115
1359
$74.6K ﹤0.01%
1,516
-372
1360
$74.3K ﹤0.01%
512
+424
1361
$74.3K ﹤0.01%
8,219
+4,604
1362
$74.1K ﹤0.01%
5,500
1363
$74K ﹤0.01%
5,791
+4,952
1364
$73.7K ﹤0.01%
3,679
+2,975
1365
$73.6K ﹤0.01%
4,000
1366
$73.5K ﹤0.01%
2,484
+2,190
1367
$73.3K ﹤0.01%
846
+682
1368
$73.3K ﹤0.01%
1,218
+688
1369
$73.1K ﹤0.01%
4,453
+3,617
1370
$73.1K ﹤0.01%
2,305
+1,871
1371
$73.1K ﹤0.01%
910
+494
1372
$72.9K ﹤0.01%
542
+280
1373
$72.5K ﹤0.01%
4,718
+3,799
1374
$72.2K ﹤0.01%
427
+70
1375
$72.2K ﹤0.01%
1,626
+884
53 54
55
56 57