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
1501
$59.2K ﹤0.01%
746
+611
1502
$59.2K ﹤0.01%
+1,500
1503
$59.2K ﹤0.01%
714
+569
1504
$59.1K ﹤0.01%
11,963
+10,395
1505
$58.8K ﹤0.01%
1,212
+172
1506
$58.8K ﹤0.01%
1,981
+683
1507
$58.6K ﹤0.01%
4,200
1508
$58.6K ﹤0.01%
598
-93
1509
$58.6K ﹤0.01%
3,005
+1,363
1510
$58.6K ﹤0.01%
2,005
+570
1511
$58.5K ﹤0.01%
226
+29
1512
$58.2K ﹤0.01%
577
+389
1513
$58.1K ﹤0.01%
1,951
+1,106
1514
$58.1K ﹤0.01%
1,836
+1,327
1515
$58K ﹤0.01%
395
+387
1516
$57.8K ﹤0.01%
11,455
-120
1517
$57.6K ﹤0.01%
659
+537
1518
$57.6K ﹤0.01%
250
1519
$57.6K ﹤0.01%
+5,972
1520
$57.6K ﹤0.01%
2,317
+1,840
1521
$57.5K ﹤0.01%
4,317
+397
1522
$57.5K ﹤0.01%
1,477
+1,166
1523
$57.3K ﹤0.01%
432
-50
1524
$57.1K ﹤0.01%
2,718
+2,062
1525
$57K ﹤0.01%
1,394
+1,352
59 60
61
62 63