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
2101
$25.4K ﹤0.01%
1,321
+378
2102
$25.4K ﹤0.01%
2,782
+1,404
2103
$25.4K ﹤0.01%
2,158
+2,040
2104
$25.3K ﹤0.01%
766
+673
2105
$25.3K ﹤0.01%
3,695
+1,853
2106
$25.3K ﹤0.01%
1,061
2107
$25.3K ﹤0.01%
3,470
+3,347
2108
$25.2K ﹤0.01%
513
+487
2109
$25.2K ﹤0.01%
911
+532
2110
$25.2K ﹤0.01%
564
+473
2111
$25.2K ﹤0.01%
1,311
+993
2112
$25.1K ﹤0.01%
1,130
+987
2113
$25.1K ﹤0.01%
447
+189
2114
$25.1K ﹤0.01%
1,045
+485
2115
$25K ﹤0.01%
1,647
+1,582
2116
$25K ﹤0.01%
202
+197
2117
$24.9K ﹤0.01%
266
+36
2118
$24.9K ﹤0.01%
505
+4
2119
$24.9K ﹤0.01%
572
+362
2120
$24.9K ﹤0.01%
470
+205
2121
$24.9K ﹤0.01%
160
+92
2122
$24.8K ﹤0.01%
924
-95
2123
$24.8K ﹤0.01%
4,672
+4,480
2124
$24.8K ﹤0.01%
354
+53
2125
$24.7K ﹤0.01%
2,190
+40
83 84
85
86 87