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
1651
$46.8K ﹤0.01%
699
+462
1652
$46.8K ﹤0.01%
475
+306
1653
$46.8K ﹤0.01%
938
+687
1654
$46.7K ﹤0.01%
475
+344
1655
$46.7K ﹤0.01%
866
-2
1656
$46.7K ﹤0.01%
523
+323
1657
$46.7K ﹤0.01%
1,958
+1,951
1658
$46.6K ﹤0.01%
1,311
+861
1659
$46.6K ﹤0.01%
3,100
+1,294
1660
$46.5K ﹤0.01%
1,091
+878
1661
$46.5K ﹤0.01%
684
+322
1662
$46.5K ﹤0.01%
1,685
+1,553
1663
$46.5K ﹤0.01%
528
+197
1664
$46.4K ﹤0.01%
501
+333
1665
$46.4K ﹤0.01%
23,648
+16,354
1666
$46.3K ﹤0.01%
1,458
1667
$46.1K ﹤0.01%
627
+116
1668
$46K ﹤0.01%
1,838
+1,794
1669
$45.9K ﹤0.01%
994
+870
1670
$45.8K ﹤0.01%
3,880
+2,845
1671
$45.8K ﹤0.01%
1,504
+929
1672
$45.7K ﹤0.01%
1,407
+1,183
1673
$45.5K ﹤0.01%
1,248
+1,022
1674
$45.5K ﹤0.01%
1,499
+1,002
1675
$45.4K ﹤0.01%
1,176
+649
65 66
67
68 69