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
1926
$31.9K ﹤0.01%
1,404
+497
1927
$31.8K ﹤0.01%
+2,979
1928
$31.8K ﹤0.01%
284
+135
1929
$31.7K ﹤0.01%
720
+689
1930
$31.7K ﹤0.01%
585
+468
1931
$31.7K ﹤0.01%
697
+365
1932
$31.6K ﹤0.01%
703
+639
1933
$31.6K ﹤0.01%
188
-33
1934
$31.5K ﹤0.01%
1,663
+1,104
1935
$31.5K ﹤0.01%
4,813
+2,691
1936
$31.4K ﹤0.01%
451
+267
1937
$31.3K ﹤0.01%
1,001
+817
1938
$31.3K ﹤0.01%
5,456
+4,502
1939
$31.3K ﹤0.01%
682
+467
1940
$31.3K ﹤0.01%
+1,988
1941
$31.2K ﹤0.01%
988
1942
$31.2K ﹤0.01%
10,687
+5,216
1943
$31.2K ﹤0.01%
269
+238
1944
$31.2K ﹤0.01%
962
+766
1945
$31.2K ﹤0.01%
486
+6
1946
$31.2K ﹤0.01%
1,386
+864
1947
$31.1K ﹤0.01%
1,277
+886
1948
$31.1K ﹤0.01%
652
+397
1949
$31K ﹤0.01%
1,332
+609
1950
$31K ﹤0.01%
678
+637
76 77
78
79 80