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
1551
$54.9K ﹤0.01%
523
-48
1552
$54.9K ﹤0.01%
6,037
+5,414
1553
$54.9K ﹤0.01%
1,639
+1,362
1554
$54.5K ﹤0.01%
1,048
+110
1555
$54.5K ﹤0.01%
1,531
+898
1556
$54.3K ﹤0.01%
4,766
+3,248
1557
$54.3K ﹤0.01%
602
-266
1558
$54.1K ﹤0.01%
60,434
+7
1559
$54.1K ﹤0.01%
6,056
+3,169
1560
$54.1K ﹤0.01%
544
+259
1561
$54.1K ﹤0.01%
2,105
+298
1562
$54K ﹤0.01%
149
1563
$53.9K ﹤0.01%
678
+428
1564
$53.9K ﹤0.01%
5,026
+3,071
1565
$53.9K ﹤0.01%
1,203
+868
1566
$53.8K ﹤0.01%
+377
1567
$53.7K ﹤0.01%
5,403
+5,370
1568
$53.5K ﹤0.01%
972
+706
1569
$53.2K ﹤0.01%
2,553
+80
1570
$53.1K ﹤0.01%
4,070
+781
1571
$53K ﹤0.01%
+860
1572
$52.9K ﹤0.01%
1,413
+502
1573
$52.8K ﹤0.01%
1,526
+555
1574
$52.8K ﹤0.01%
12,305
+1,152
1575
$52.8K ﹤0.01%
401
+81
61 62
63
64 65