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
2176
$23.1K ﹤0.01%
1,202
+525
2177
$23.1K ﹤0.01%
511
2178
$23.1K ﹤0.01%
1,977
-1,258
2179
$23K ﹤0.01%
924
+637
2180
$23K ﹤0.01%
506
+459
2181
$23K ﹤0.01%
500
+161
2182
$23K ﹤0.01%
467
+420
2183
$23K ﹤0.01%
1,785
+1,157
2184
$22.9K ﹤0.01%
977
+856
2185
$22.8K ﹤0.01%
564
+525
2186
$22.8K ﹤0.01%
129
+28
2187
$22.8K ﹤0.01%
1,049
+788
2188
$22.7K ﹤0.01%
3,864
+3,719
2189
$22.7K ﹤0.01%
1,755
+1,129
2190
$22.7K ﹤0.01%
311
-15
2191
$22.7K ﹤0.01%
1,314
+254
2192
$22.6K ﹤0.01%
2,402
+2,102
2193
$22.6K ﹤0.01%
332
-132
2194
$22.5K ﹤0.01%
1,598
+587
2195
$22.4K ﹤0.01%
584
+237
2196
$22.4K ﹤0.01%
330
+294
2197
$22.4K ﹤0.01%
2,281
+2,093
2198
$22.3K ﹤0.01%
135
+130
2199
$22.3K ﹤0.01%
636
+90
2200
$22.3K ﹤0.01%
812
+663
86 87
88
89 90