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
1726
$42K ﹤0.01%
4,400
-800
1727
$41.9K ﹤0.01%
+3,010
1728
$41.9K ﹤0.01%
819
+653
1729
$41.9K ﹤0.01%
719
+522
1730
$41.8K ﹤0.01%
691
-154
1731
$41.8K ﹤0.01%
2,508
+904
1732
$41.8K ﹤0.01%
3,233
+2,994
1733
$41.7K ﹤0.01%
683
+491
1734
$41.6K ﹤0.01%
230
+54
1735
$41.4K ﹤0.01%
2,060
+1,345
1736
$41.4K ﹤0.01%
572
+142
1737
$41.4K ﹤0.01%
854
+666
1738
$41.3K ﹤0.01%
312
+126
1739
$41.2K ﹤0.01%
1,008
1740
$41.2K ﹤0.01%
2,305
+391
1741
$41.2K ﹤0.01%
573
-210
1742
$41.2K ﹤0.01%
14,861
+14,474
1743
$41.1K ﹤0.01%
730
+465
1744
$41.1K ﹤0.01%
469
+456
1745
$41.1K ﹤0.01%
701
+215
1746
$41K ﹤0.01%
1,571
+1,135
1747
$40.7K ﹤0.01%
4,564
+4,140
1748
$40.6K ﹤0.01%
711
+398
1749
$40.6K ﹤0.01%
145
1750
$40.6K ﹤0.01%
570
+399
68 69
70
71 72