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
1701
$43.7K ﹤0.01%
2,114
+1,174
1702
$43.5K ﹤0.01%
1,101
-56
1703
$43.5K ﹤0.01%
265
+4
1704
$43.4K ﹤0.01%
+1,841
1705
$43.4K ﹤0.01%
957
+592
1706
$43.3K ﹤0.01%
944
+519
1707
$43.2K ﹤0.01%
1,042
-814
1708
$43.1K ﹤0.01%
982
-140
1709
$43.1K ﹤0.01%
2,113
+1,377
1710
$42.9K ﹤0.01%
1,514
+1,228
1711
$42.8K ﹤0.01%
333
-1,046
1712
$42.8K ﹤0.01%
1,175
+988
1713
$42.7K ﹤0.01%
1,481
+862
1714
$42.6K ﹤0.01%
405
+267
1715
$42.5K ﹤0.01%
3,761
+3,671
1716
$42.4K ﹤0.01%
172
1717
$42.4K ﹤0.01%
430
+4
1718
$42.3K ﹤0.01%
2,609
+2,498
1719
$42.3K ﹤0.01%
7,038
+3,027
1720
$42.3K ﹤0.01%
1,233
+1,156
1721
$42.2K ﹤0.01%
748
-588
1722
$42.2K ﹤0.01%
334
+88
1723
$42.1K ﹤0.01%
372
1724
$42.1K ﹤0.01%
+1,604
1725
$42.1K ﹤0.01%
623
+512
67 68
69
70 71