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
1626
$48.8K ﹤0.01%
892
+548
1627
$48.8K ﹤0.01%
788
+128
1628
$48.6K ﹤0.01%
1,660
+75
1629
$48.4K ﹤0.01%
2,000
-155
1630
$48.2K ﹤0.01%
2,100
-275
1631
$48.2K ﹤0.01%
1,542
+1,287
1632
$48.2K ﹤0.01%
2,398
+1,795
1633
$48.1K ﹤0.01%
1,681
+787
1634
$47.8K ﹤0.01%
1,835
+557
1635
$47.5K ﹤0.01%
294
+212
1636
$47.4K ﹤0.01%
1,280
-320
1637
$47.3K ﹤0.01%
552
+476
1638
$47.3K ﹤0.01%
7,175
+5,516
1639
$47.2K ﹤0.01%
271
+177
1640
$47.2K ﹤0.01%
150
+65
1641
$47.2K ﹤0.01%
2,414
+1,909
1642
$47.2K ﹤0.01%
1,155
+703
1643
$47.1K ﹤0.01%
306
+37
1644
$47.1K ﹤0.01%
2,555
+1,536
1645
$47.1K ﹤0.01%
+2,769
1646
$47.1K ﹤0.01%
799
+497
1647
$47.1K ﹤0.01%
+567
1648
$47.1K ﹤0.01%
1,683
1649
$47.1K ﹤0.01%
327
+241
1650
$47.1K ﹤0.01%
3,503
+3,485
64 65
66
67 68