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
1601
$50.3K ﹤0.01%
10,433
+7,217
1602
$50.2K ﹤0.01%
1,954
+14
1603
$50.2K ﹤0.01%
450
+350
1604
$50.2K ﹤0.01%
914
+497
1605
$50.1K ﹤0.01%
2,237
-6,356
1606
$50K ﹤0.01%
886
+804
1607
$50K ﹤0.01%
929
+234
1608
$50K ﹤0.01%
2,016
+1,917
1609
$50K ﹤0.01%
172
+125
1610
$50K ﹤0.01%
2,745
+2,180
1611
$50K ﹤0.01%
4,750
-610
1612
$50K ﹤0.01%
612
+29
1613
$49.7K ﹤0.01%
156
+138
1614
$49.7K ﹤0.01%
777
+353
1615
$49.7K ﹤0.01%
402
+364
1616
$49.6K ﹤0.01%
400
+320
1617
$49.4K ﹤0.01%
1,369
+1,344
1618
$49.4K ﹤0.01%
802
1619
$49.4K ﹤0.01%
102
+43
1620
$49.2K ﹤0.01%
982
+638
1621
$49.2K ﹤0.01%
1,450
+649
1622
$49.1K ﹤0.01%
818
1623
$49K ﹤0.01%
1,213
-830
1624
$49K ﹤0.01%
576
+326
1625
$48.8K ﹤0.01%
500
+261
63 64
65
66 67