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
2076
$26.2K ﹤0.01%
975
+215
2077
$26.2K ﹤0.01%
155
-3
2078
$26.2K ﹤0.01%
2,364
+1,321
2079
$26.2K ﹤0.01%
1,322
+470
2080
$26.1K ﹤0.01%
381
+1
2081
$26.1K ﹤0.01%
116
+100
2082
$26.1K ﹤0.01%
4,502
+3,981
2083
$26K ﹤0.01%
179
+163
2084
$26K ﹤0.01%
938
+163
2085
$25.9K ﹤0.01%
1,875
+1,590
2086
$25.9K ﹤0.01%
243
+142
2087
$25.8K ﹤0.01%
90
+44
2088
$25.8K ﹤0.01%
356
+184
2089
$25.8K ﹤0.01%
965
+281
2090
$25.7K ﹤0.01%
753
+680
2091
$25.7K ﹤0.01%
112
+35
2092
$25.7K ﹤0.01%
+3,022
2093
$25.7K ﹤0.01%
2,992
+2,528
2094
$25.6K ﹤0.01%
1,788
+1,578
2095
$25.5K ﹤0.01%
4,455
+3,677
2096
$25.5K ﹤0.01%
1,275
-2,772
2097
$25.5K ﹤0.01%
817
+813
2098
$25.5K ﹤0.01%
314
+133
2099
$25.5K ﹤0.01%
1,694
+1,166
2100
$25.4K ﹤0.01%
473
+182