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
1401
$69.4K ﹤0.01%
1,928
+1,546
1402
$69.2K ﹤0.01%
681
-215
1403
$69.1K ﹤0.01%
1,587
+1,205
1404
$69.1K ﹤0.01%
2,601
+2,318
1405
$68.9K ﹤0.01%
2,157
+1,100
1406
$68.9K ﹤0.01%
2,759
+2,123
1407
$68.8K ﹤0.01%
695
+663
1408
$68.7K ﹤0.01%
3,416
+525
1409
$68.6K ﹤0.01%
1,236
+950
1410
$68.4K ﹤0.01%
2,970
+2,827
1411
$68.4K ﹤0.01%
4,261
+1,906
1412
$68.3K ﹤0.01%
389
+242
1413
$68.1K ﹤0.01%
7,038
+570
1414
$68.1K ﹤0.01%
151
+16
1415
$68.1K ﹤0.01%
1,522
+576
1416
$67.9K ﹤0.01%
723
-4
1417
$67.8K ﹤0.01%
280
+257
1418
$67.7K ﹤0.01%
633
+435
1419
$67.6K ﹤0.01%
3,812
+2,257
1420
$67.4K ﹤0.01%
1,476
+1,045
1421
$67.2K ﹤0.01%
1,654
+155
1422
$67K ﹤0.01%
2,699
+2,236
1423
$67K ﹤0.01%
1,694
+1,105
1424
$67K ﹤0.01%
1,860
+901
1425
$67K ﹤0.01%
989
+345
55 56
57
58 59