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
2226
$21.5K ﹤0.01%
5,964
+3,787
2227
$21.5K ﹤0.01%
466
+418
2228
$21.5K ﹤0.01%
4,908
+1,633
2229
$21.5K ﹤0.01%
5,020
+3,831
2230
$21.5K ﹤0.01%
130
+44
2231
$21.4K ﹤0.01%
66
+36
2232
$21.3K ﹤0.01%
1,127
+1,120
2233
$21.3K ﹤0.01%
573
+432
2234
$21.3K ﹤0.01%
339
+177
2235
$21.3K ﹤0.01%
1,460
+586
2236
$21.3K ﹤0.01%
+2,074
2237
$21.2K ﹤0.01%
3,430
+508
2238
$21.2K ﹤0.01%
869
+475
2239
$21.1K ﹤0.01%
659
+176
2240
$21K ﹤0.01%
4,443
+2,123
2241
$21K ﹤0.01%
751
+618
2242
$20.9K ﹤0.01%
810
+717
2243
$20.9K ﹤0.01%
685
+588
2244
$20.9K ﹤0.01%
968
-717
2245
$20.9K ﹤0.01%
796
2246
$20.9K ﹤0.01%
48
+23
2247
$20.8K ﹤0.01%
1,037
+570
2248
$20.8K ﹤0.01%
+688
2249
$20.8K ﹤0.01%
1,249
+1,237
2250
$20.7K ﹤0.01%
1,474
+667
88 89
90
91 92