EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.71B
1-Year Est. Return 22.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.83%
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
+$29.5M
2
+$28M
3
+$9.83M
4
VBIL
Vanguard 0-3 Month Treasury Bill ETF
VBIL
+$9.77M
5
HOOD icon
Robinhood
HOOD
+$8.19M

Top Sells

1
+$10.6M
2
+$5.34M
3
+$4.93M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$4.76M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.57M

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
2276
$20.1K ﹤0.01%
601
+146
2277
$20K ﹤0.01%
455
-451
2278
$20K ﹤0.01%
174
+101
2279
$20K ﹤0.01%
702
+664
2280
$20K ﹤0.01%
559
+2
2281
$19.9K ﹤0.01%
427
-89
2282
$19.9K ﹤0.01%
189
+176
2283
$19.9K ﹤0.01%
1,384
+477
2284
$19.8K ﹤0.01%
1,318
+506
2285
$19.8K ﹤0.01%
644
+501
2286
$19.8K ﹤0.01%
620
-17
2287
$19.7K ﹤0.01%
1,164
+1,137
2288
$19.7K ﹤0.01%
2,253
2289
$19.7K ﹤0.01%
354
+3
2290
$19.7K ﹤0.01%
287
+95
2291
$19.7K ﹤0.01%
742
+570
2292
$19.7K ﹤0.01%
803
+143
2293
$19.7K ﹤0.01%
1,854
+1,598
2294
$19.6K ﹤0.01%
2,372
+2,292
2295
$19.6K ﹤0.01%
300
+176
2296
$19.6K ﹤0.01%
407
2297
$19.6K ﹤0.01%
728
+675
2298
$19.6K ﹤0.01%
5,930
+5,311
2299
$19.5K ﹤0.01%
3,969
-465
2300
$19.4K ﹤0.01%
839
+740
90 91
92
93 94