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
2026
$27.7K ﹤0.01%
68
+55
2027
$27.6K ﹤0.01%
1,524
+1,390
2028
$27.6K ﹤0.01%
3,317
+2,944
2029
$27.6K ﹤0.01%
348
+225
2030
$27.5K ﹤0.01%
590
+369
2031
$27.5K ﹤0.01%
1,900
+1,498
2032
$27.5K ﹤0.01%
2,691
+2,397
2033
$27.5K ﹤0.01%
1,638
+1,621
2034
$27.5K ﹤0.01%
416
+326
2035
$27.5K ﹤0.01%
1,219
2036
$27.5K ﹤0.01%
419
-673
2037
$27.4K ﹤0.01%
454
+269
2038
$27.3K ﹤0.01%
3,524
+3,476
2039
$27.3K ﹤0.01%
174
+155
2040
$27.3K ﹤0.01%
3,735
+1,357
2041
$27.3K ﹤0.01%
843
2042
$27.3K ﹤0.01%
575
-363
2043
$27.3K ﹤0.01%
462
+197
2044
$27.2K ﹤0.01%
+150
2045
$27.1K ﹤0.01%
1,548
+1,210
2046
$27.1K ﹤0.01%
527
+323
2047
$27.1K ﹤0.01%
437
+371
2048
$27.1K ﹤0.01%
710
2049
$27.1K ﹤0.01%
831
+741
2050
$27K ﹤0.01%
186
+49