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
2001
$28.7K ﹤0.01%
+1,967
2002
$28.7K ﹤0.01%
659
2003
$28.7K ﹤0.01%
4,157
+1,426
2004
$28.6K ﹤0.01%
331
+306
2005
$28.5K ﹤0.01%
345
+297
2006
$28.5K ﹤0.01%
796
+416
2007
$28.5K ﹤0.01%
406
+288
2008
$28.4K ﹤0.01%
521
+351
2009
$28.4K ﹤0.01%
146
+34
2010
$28.4K ﹤0.01%
825
2011
$28.4K ﹤0.01%
481
+203
2012
$28.3K ﹤0.01%
653
-78
2013
$28.3K ﹤0.01%
18,500
2014
$28.2K ﹤0.01%
935
+507
2015
$28.1K ﹤0.01%
300
2016
$28K ﹤0.01%
1,025
+285
2017
$28K ﹤0.01%
2,795
+1,238
2018
$28K ﹤0.01%
556
+253
2019
$27.9K ﹤0.01%
2,195
2020
$27.9K ﹤0.01%
232
+167
2021
$27.9K ﹤0.01%
2,161
+55
2022
$27.9K ﹤0.01%
947
+867
2023
$27.8K ﹤0.01%
913
+593
2024
$27.8K ﹤0.01%
534
+355
2025
$27.7K ﹤0.01%
188
+2
79 80
81
82 83