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
1851
$35.4K ﹤0.01%
1,642
+1,354
1852
$35.3K ﹤0.01%
1,428
+196
1853
$35.2K ﹤0.01%
763
+236
1854
$35.2K ﹤0.01%
896
-666
1855
$35.2K ﹤0.01%
638
+576
1856
$35.1K ﹤0.01%
3,308
-306
1857
$34.9K ﹤0.01%
+1,667
1858
$34.8K ﹤0.01%
516
+339
1859
$34.8K ﹤0.01%
172
+87
1860
$34.8K ﹤0.01%
1,065
+227
1861
$34.8K ﹤0.01%
527
-2,516
1862
$34.7K ﹤0.01%
476
-223
1863
$34.6K ﹤0.01%
673
+562
1864
$34.6K ﹤0.01%
550
+385
1865
$34.5K ﹤0.01%
1,146
+916
1866
$34.5K ﹤0.01%
3,100
1867
$34.5K ﹤0.01%
779
+523
1868
$34.4K ﹤0.01%
1,124
+644
1869
$34.4K ﹤0.01%
506
+472
1870
$34.3K ﹤0.01%
325
+269
1871
$34.3K ﹤0.01%
433
+432
1872
$34.2K ﹤0.01%
905
+888
1873
$34.2K ﹤0.01%
173
+34
1874
$34K ﹤0.01%
760
+387
1875
$34K ﹤0.01%
304
+225
73 74
75
76 77