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
1901
$33K ﹤0.01%
2,832
+2,640
1902
$33K ﹤0.01%
217
+184
1903
$33K ﹤0.01%
3,130
+3,014
1904
$33K ﹤0.01%
1,634
+646
1905
$32.9K ﹤0.01%
1,012
-566
1906
$32.9K ﹤0.01%
1,175
+1,174
1907
$32.9K ﹤0.01%
1,350
+1,047
1908
$32.9K ﹤0.01%
285
+200
1909
$32.9K ﹤0.01%
2,186
+1,356
1910
$32.8K ﹤0.01%
1,188
+1,159
1911
$32.8K ﹤0.01%
1,822
+1,306
1912
$32.8K ﹤0.01%
596
+514
1913
$32.8K ﹤0.01%
314
+55
1914
$32.7K ﹤0.01%
440
+304
1915
$32.7K ﹤0.01%
785
+180
1916
$32.6K ﹤0.01%
+787
1917
$32.6K ﹤0.01%
1,075
+918
1918
$32.6K ﹤0.01%
697
+631
1919
$32.5K ﹤0.01%
1,910
-52
1920
$32.4K ﹤0.01%
260
+128
1921
$32.2K ﹤0.01%
862
-195
1922
$32.1K ﹤0.01%
4,405
+3,005
1923
$32.1K ﹤0.01%
523
+139
1924
$32.1K ﹤0.01%
807
+352
1925
$31.9K ﹤0.01%
+3,680
75 76
77
78 79