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
2251
$20.7K ﹤0.01%
325
2252
$20.6K ﹤0.01%
2,118
-3,224
2253
$20.6K ﹤0.01%
2,168
+1,581
2254
$20.6K ﹤0.01%
2,514
+1,484
2255
$20.6K ﹤0.01%
300
2256
$20.5K ﹤0.01%
626
+558
2257
$20.4K ﹤0.01%
4,278
+1,175
2258
$20.4K ﹤0.01%
+619
2259
$20.4K ﹤0.01%
853
+781
2260
$20.4K ﹤0.01%
472
+244
2261
$20.4K ﹤0.01%
2,697
+1,709
2262
$20.4K ﹤0.01%
438
+419
2263
$20.3K ﹤0.01%
1,662
+1,504
2264
$20.3K ﹤0.01%
1,184
-141
2265
$20.3K ﹤0.01%
735
+486
2266
$20.3K ﹤0.01%
2,265
+1,195
2267
$20.3K ﹤0.01%
754
+169
2268
$20.2K ﹤0.01%
1,727
+1,454
2269
$20.2K ﹤0.01%
1,721
-1,338
2270
$20.2K ﹤0.01%
1,166
+1,091
2271
$20.1K ﹤0.01%
1,894
+352
2272
$20.1K ﹤0.01%
683
+504
2273
$20.1K ﹤0.01%
1,231
+1,001
2274
$20.1K ﹤0.01%
58
-1
2275
$20.1K ﹤0.01%
511
+505
89 90
91
92 93