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
2051
$26.9K ﹤0.01%
788
-226
2052
$26.9K ﹤0.01%
296
+246
2053
$26.8K ﹤0.01%
646
+609
2054
$26.8K ﹤0.01%
8,685
+4,353
2055
$26.8K ﹤0.01%
1,040
2056
$26.8K ﹤0.01%
2,540
+1,880
2057
$26.8K ﹤0.01%
243
-90
2058
$26.7K ﹤0.01%
+1,948
2059
$26.7K ﹤0.01%
222
+108
2060
$26.7K ﹤0.01%
1,420
+333
2061
$26.6K ﹤0.01%
245
+179
2062
$26.6K ﹤0.01%
490
+50
2063
$26.6K ﹤0.01%
641
+565
2064
$26.6K ﹤0.01%
822
+125
2065
$26.6K ﹤0.01%
804
+381
2066
$26.6K ﹤0.01%
1,737
+1,227
2067
$26.5K ﹤0.01%
300
+8
2068
$26.5K ﹤0.01%
1,993
+860
2069
$26.3K ﹤0.01%
1,750
2070
$26.3K ﹤0.01%
1,355
+1,033
2071
$26.3K ﹤0.01%
+264
2072
$26.3K ﹤0.01%
384
-124
2073
$26.3K ﹤0.01%
786
+755
2074
$26.3K ﹤0.01%
1,480
+1,215
2075
$26.2K ﹤0.01%
415
+384
81 82
83
84 85