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
1426
$67K ﹤0.01%
5,832
+4,791
1427
$66.8K ﹤0.01%
664
+263
1428
$66.8K ﹤0.01%
4,912
+1,800
1429
$66.8K ﹤0.01%
4,479
+3,630
1430
$66.8K ﹤0.01%
3,069
+1,866
1431
$66.8K ﹤0.01%
1,435
+318
1432
$66.7K ﹤0.01%
1,855
+1,638
1433
$66.7K ﹤0.01%
3,695
-85
1434
$66.4K ﹤0.01%
3,963
+1,781
1435
$66.2K ﹤0.01%
1,766
+215
1436
$66.2K ﹤0.01%
375
+50
1437
$66.1K ﹤0.01%
3,075
-186
1438
$66K ﹤0.01%
537
1439
$65.7K ﹤0.01%
534
+362
1440
$65.6K ﹤0.01%
1,533
+1,095
1441
$65.5K ﹤0.01%
690
+109
1442
$65.5K ﹤0.01%
541
+313
1443
$65.5K ﹤0.01%
840
+472
1444
$65.5K ﹤0.01%
1,712
-767
1445
$65.4K ﹤0.01%
1,291
+1,287
1446
$65.1K ﹤0.01%
1,913
+1,617
1447
$65.1K ﹤0.01%
2,968
+2,255
1448
$65.1K ﹤0.01%
1,482
-95
1449
$65K ﹤0.01%
485
+203
1450
$64.9K ﹤0.01%
4,700
+2,814
56 57
58
59 60