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
1776
$39.1K ﹤0.01%
551
+475
1777
$39.1K ﹤0.01%
671
-289
1778
$39.1K ﹤0.01%
909
+627
1779
$39K ﹤0.01%
1,873
+1,129
1780
$38.8K ﹤0.01%
+742
1781
$38.8K ﹤0.01%
4,278
+189
1782
$38.7K ﹤0.01%
630
+582
1783
$38.6K ﹤0.01%
1,650
+1,265
1784
$38.5K ﹤0.01%
444
-269
1785
$38.5K ﹤0.01%
1,016
+886
1786
$38.5K ﹤0.01%
1,009
+181
1787
$38.5K ﹤0.01%
1,204
+1
1788
$38.5K ﹤0.01%
365
+271
1789
$38.4K ﹤0.01%
437
+1
1790
$38.4K ﹤0.01%
64,167
+63,840
1791
$38.2K ﹤0.01%
1,212
-450
1792
$38.2K ﹤0.01%
326
1793
$38.2K ﹤0.01%
580
+500
1794
$38.1K ﹤0.01%
425
+101
1795
$38K ﹤0.01%
3,389
+83
1796
$37.9K ﹤0.01%
1,494
+1,217
1797
$37.9K ﹤0.01%
1,157
+543
1798
$37.9K ﹤0.01%
3,472
+1,015
1799
$37.9K ﹤0.01%
540
+375
1800
$37.7K ﹤0.01%
2,103
+1,235
70 71
72
73 74