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
1751
$40.5K ﹤0.01%
2,223
+608
1752
$40.5K ﹤0.01%
1,051
+147
1753
$40.4K ﹤0.01%
2,055
+1,098
1754
$40.4K ﹤0.01%
375
1755
$40.4K ﹤0.01%
315
+125
1756
$40.3K ﹤0.01%
2,000
1757
$40.3K ﹤0.01%
1,652
+1,340
1758
$40.2K ﹤0.01%
781
+633
1759
$40.1K ﹤0.01%
1,903
+1,423
1760
$40K ﹤0.01%
1,873
1761
$40K ﹤0.01%
2,558
-402
1762
$39.9K ﹤0.01%
1,271
+707
1763
$39.8K ﹤0.01%
+640
1764
$39.8K ﹤0.01%
351
+316
1765
$39.6K ﹤0.01%
715
+240
1766
$39.6K ﹤0.01%
8,960
+6,957
1767
$39.6K ﹤0.01%
303
+63
1768
$39.4K ﹤0.01%
4,318
+3,179
1769
$39.4K ﹤0.01%
619
+541
1770
$39.4K ﹤0.01%
496
+461
1771
$39.3K ﹤0.01%
161
+68
1772
$39.3K ﹤0.01%
3,300
1773
$39.3K ﹤0.01%
1,559
+1,329
1774
$39.2K ﹤0.01%
1,000
1775
$39.1K ﹤0.01%
864
+795
69 70
71
72 73