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
1526
$57K ﹤0.01%
2,109
+676
1527
$56.9K ﹤0.01%
1,184
+130
1528
$56.8K ﹤0.01%
4,170
+3,224
1529
$56.6K ﹤0.01%
3,273
+1,741
1530
$56.4K ﹤0.01%
7,773
1531
$56.3K ﹤0.01%
1,568
+1,132
1532
$56.2K ﹤0.01%
2,278
+1,764
1533
$56K ﹤0.01%
912
+597
1534
$56K ﹤0.01%
509
+64
1535
$55.9K ﹤0.01%
2,471
-3,594
1536
$55.9K ﹤0.01%
1,356
+657
1537
$55.8K ﹤0.01%
1,143
+814
1538
$55.8K ﹤0.01%
1,071
-968
1539
$55.7K ﹤0.01%
1,327
-323
1540
$55.7K ﹤0.01%
1,901
+1,667
1541
$55.6K ﹤0.01%
6,560
+5,236
1542
$55.4K ﹤0.01%
2,984
+2,309
1543
$55.3K ﹤0.01%
281
+133
1544
$55.3K ﹤0.01%
721
+556
1545
$55.2K ﹤0.01%
1,458
+691
1546
$55.2K ﹤0.01%
1,806
+531
1547
$55.2K ﹤0.01%
3,479
-757
1548
$55.1K ﹤0.01%
897
+720
1549
$55K ﹤0.01%
931
1550
$55K ﹤0.01%
1,508
+1,293
60 61
62
63 64