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
1976
$29.6K ﹤0.01%
569
+24
1977
$29.6K ﹤0.01%
834
+121
1978
$29.6K ﹤0.01%
875
-25
1979
$29.5K ﹤0.01%
771
+604
1980
$29.5K ﹤0.01%
12,248
+11,721
1981
$29.4K ﹤0.01%
5,201
+3,138
1982
$29.4K ﹤0.01%
2,187
+1,189
1983
$29.4K ﹤0.01%
3,089
+2,815
1984
$29.3K ﹤0.01%
284
+257
1985
$29.3K ﹤0.01%
2,168
+38
1986
$29.3K ﹤0.01%
175
+151
1987
$29.3K ﹤0.01%
819
+544
1988
$29.2K ﹤0.01%
1,909
+1,680
1989
$29.2K ﹤0.01%
919
-2,053
1990
$29.1K ﹤0.01%
607
+493
1991
$29.1K ﹤0.01%
750
+250
1992
$29K ﹤0.01%
416
+191
1993
$29K ﹤0.01%
948
+531
1994
$28.9K ﹤0.01%
236
+202
1995
$28.9K ﹤0.01%
1,238
+11
1996
$28.9K ﹤0.01%
1,029
1997
$28.8K ﹤0.01%
952
+145
1998
$28.8K ﹤0.01%
153
+121
1999
$28.8K ﹤0.01%
696
+351
2000
$28.7K ﹤0.01%
646
+102