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
1826
$36.4K ﹤0.01%
5,721
+5,492
1827
$36.4K ﹤0.01%
660
-38
1828
$36.4K ﹤0.01%
211
-50
1829
$36.4K ﹤0.01%
4,151
+3,658
1830
$36.3K ﹤0.01%
669
+577
1831
$36.2K ﹤0.01%
2,485
+2,420
1832
$36.2K ﹤0.01%
954
-3,277
1833
$36.2K ﹤0.01%
498
-661
1834
$36.1K ﹤0.01%
358
+208
1835
$36K ﹤0.01%
3,334
+1,596
1836
$36K ﹤0.01%
330
+214
1837
$35.9K ﹤0.01%
2,423
+1,589
1838
$35.9K ﹤0.01%
573
+483
1839
$35.9K ﹤0.01%
1,520
-2,146
1840
$35.9K ﹤0.01%
1,028
1841
$35.8K ﹤0.01%
492
+295
1842
$35.8K ﹤0.01%
225
+168
1843
$35.8K ﹤0.01%
157
+106
1844
$35.8K ﹤0.01%
+353
1845
$35.8K ﹤0.01%
493
+274
1846
$35.7K ﹤0.01%
422
+403
1847
$35.7K ﹤0.01%
831
+279
1848
$35.6K ﹤0.01%
6,214
+4,136
1849
$35.5K ﹤0.01%
1,158
-303
1850
$35.5K ﹤0.01%
1,178
+836
72 73
74
75 76