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
1376
$72.1K ﹤0.01%
733
+273
1377
$72K ﹤0.01%
2,252
+1,258
1378
$72K ﹤0.01%
1,996
+1,926
1379
$71.8K ﹤0.01%
204
+36
1380
$71.8K ﹤0.01%
2,441
+14
1381
$71.6K ﹤0.01%
1,773
+1,134
1382
$71.6K ﹤0.01%
260
+100
1383
$71.5K ﹤0.01%
958
+618
1384
$71.3K ﹤0.01%
425
+164
1385
$71.2K ﹤0.01%
371
+38
1386
$70.9K ﹤0.01%
248
+106
1387
$70.6K ﹤0.01%
1,276
+755
1388
$70.6K ﹤0.01%
1,745
1389
$70.4K ﹤0.01%
304
+117
1390
$70.4K ﹤0.01%
3,061
-906
1391
$70.1K ﹤0.01%
10,000
1392
$69.8K ﹤0.01%
272
+184
1393
$69.7K ﹤0.01%
2,242
+1,106
1394
$69.7K ﹤0.01%
1,800
1395
$69.6K ﹤0.01%
1,616
+550
1396
$69.6K ﹤0.01%
146
+125
1397
$69.5K ﹤0.01%
2,720
+2,685
1398
$69.5K ﹤0.01%
2,935
+1,900
1399
$69.4K ﹤0.01%
1,567
+679
1400
$69.4K ﹤0.01%
4,635
+3,995
54 55
56
57 58