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
1576
$52.5K ﹤0.01%
1,402
1577
$52.5K ﹤0.01%
5,884
+4,177
1578
$52.4K ﹤0.01%
428
+352
1579
$52.2K ﹤0.01%
719
+684
1580
$52.1K ﹤0.01%
1,436
+1,048
1581
$52K ﹤0.01%
644
-1,317
1582
$51.9K ﹤0.01%
1,119
+794
1583
$51.9K ﹤0.01%
8,501
+5,470
1584
$51.8K ﹤0.01%
722
+450
1585
$51.7K ﹤0.01%
3,768
+1,464
1586
$51.5K ﹤0.01%
2,411
+1,715
1587
$51.4K ﹤0.01%
+1,632
1588
$51.4K ﹤0.01%
3,235
+922
1589
$51.3K ﹤0.01%
403
+31
1590
$51.1K ﹤0.01%
8,621
+7,171
1591
$51.1K ﹤0.01%
744
+578
1592
$50.9K ﹤0.01%
921
-735
1593
$50.8K ﹤0.01%
1,244
+430
1594
$50.8K ﹤0.01%
1,484
1595
$50.8K ﹤0.01%
369
+336
1596
$50.7K ﹤0.01%
1,022
-89
1597
$50.7K ﹤0.01%
207
+34
1598
$50.6K ﹤0.01%
1,499
+472
1599
$50.5K ﹤0.01%
251
+197
1600
$50.4K ﹤0.01%
994
+496
62 63
64
65 66