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
1476
$62.3K ﹤0.01%
5,000
1477
$62.2K ﹤0.01%
1,388
+657
1478
$62.1K ﹤0.01%
5,417
-2,159
1479
$61.9K ﹤0.01%
2,091
+1,058
1480
$61.9K ﹤0.01%
3,489
+2,127
1481
$61.9K ﹤0.01%
892
-48
1482
$61.8K ﹤0.01%
631
+572
1483
$61.8K ﹤0.01%
6,385
+396
1484
$61.8K ﹤0.01%
138
+51
1485
$61.7K ﹤0.01%
1,290
1486
$61.6K ﹤0.01%
3,495
+137
1487
$61.6K ﹤0.01%
1,213
+940
1488
$61.5K ﹤0.01%
387
+294
1489
$61.5K ﹤0.01%
+6,508
1490
$61.4K ﹤0.01%
2,787
+428
1491
$61.3K ﹤0.01%
1,127
+724
1492
$61K ﹤0.01%
813
+630
1493
$60.8K ﹤0.01%
1,828
+1,047
1494
$60.6K ﹤0.01%
50
1495
$60.5K ﹤0.01%
1,684
1496
$60.2K ﹤0.01%
2,040
+1,295
1497
$60.2K ﹤0.01%
1,276
+2
1498
$59.5K ﹤0.01%
3,511
+2,023
1499
$59.3K ﹤0.01%
11,797
+5,866
1500
$59.3K ﹤0.01%
10,500
58 59
60
61 62