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
2151
$23.9K ﹤0.01%
587
+570
2152
$23.9K ﹤0.01%
879
+181
2153
$23.9K ﹤0.01%
5,781
-1,415
2154
$23.9K ﹤0.01%
547
+498
2155
$23.9K ﹤0.01%
980
+880
2156
$23.9K ﹤0.01%
987
+860
2157
$23.8K ﹤0.01%
987
+404
2158
$23.8K ﹤0.01%
3,177
+2,919
2159
$23.7K ﹤0.01%
455
+390
2160
$23.7K ﹤0.01%
329
+197
2161
$23.7K ﹤0.01%
425
+383
2162
$23.6K ﹤0.01%
967
+271
2163
$23.6K ﹤0.01%
212
+68
2164
$23.6K ﹤0.01%
800
2165
$23.5K ﹤0.01%
350
-650
2166
$23.4K ﹤0.01%
827
+720
2167
$23.4K ﹤0.01%
870
+800
2168
$23.3K ﹤0.01%
1,316
+313
2169
$23.3K ﹤0.01%
2,411
-538
2170
$23.2K ﹤0.01%
671
+454
2171
$23.2K ﹤0.01%
3,331
+3,325
2172
$23.2K ﹤0.01%
+3,990
2173
$23.1K ﹤0.01%
2,874
+2,873
2174
$23.1K ﹤0.01%
195
2175
$23.1K ﹤0.01%
339
85 86
87
88 89