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
1676
$45.3K ﹤0.01%
4,500
1677
$45.3K ﹤0.01%
159
+156
1678
$45.3K ﹤0.01%
879
+1
1679
$45.3K ﹤0.01%
597
-152
1680
$45.1K ﹤0.01%
+703
1681
$45.1K ﹤0.01%
1,570
+1,398
1682
$45K ﹤0.01%
27,303
+27,027
1683
$45K ﹤0.01%
709
+66
1684
$45K ﹤0.01%
6,561
-665
1685
$45K ﹤0.01%
606
+119
1686
$44.9K ﹤0.01%
436
+123
1687
$44.8K ﹤0.01%
1,486
+995
1688
$44.6K ﹤0.01%
1,738
+1,515
1689
$44.5K ﹤0.01%
1,237
+573
1690
$44.5K ﹤0.01%
529
+487
1691
$44.5K ﹤0.01%
108
-14
1692
$44.4K ﹤0.01%
781
+499
1693
$43.9K ﹤0.01%
12,847
-3,827
1694
$43.9K ﹤0.01%
691
+325
1695
$43.9K ﹤0.01%
1,850
+450
1696
$43.9K ﹤0.01%
4,250
1697
$43.8K ﹤0.01%
523
+374
1698
$43.8K ﹤0.01%
315
+176
1699
$43.7K ﹤0.01%
582
+366
1700
$43.7K ﹤0.01%
6,481
+2,749
66 67
68
69 70