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
2301
$19.4K ﹤0.01%
1,259
+1,182
2302
$19.4K ﹤0.01%
+6,317
2303
$19.4K ﹤0.01%
3,840
+238
2304
$19.4K ﹤0.01%
+3,913
2305
$19.3K ﹤0.01%
989
+863
2306
$19.3K ﹤0.01%
2,820
-6,843
2307
$19.3K ﹤0.01%
453
+380
2308
$19.2K ﹤0.01%
1,209
+768
2309
$19.2K ﹤0.01%
1,579
+38
2310
$19.2K ﹤0.01%
425
+245
2311
$19.2K ﹤0.01%
92
+24
2312
$19.2K ﹤0.01%
1,290
+547
2313
$19.2K ﹤0.01%
1,117
+678
2314
$19.2K ﹤0.01%
394
+339
2315
$19.2K ﹤0.01%
968
2316
$19.2K ﹤0.01%
284
+4
2317
$19.2K ﹤0.01%
769
+378
2318
$19.2K ﹤0.01%
496
-165
2319
$19.1K ﹤0.01%
2,784
+2,545
2320
$19.1K ﹤0.01%
873
+854
2321
$19.1K ﹤0.01%
+3,209
2322
$19.1K ﹤0.01%
321
2323
$19.1K ﹤0.01%
492
+179
2324
$19.1K ﹤0.01%
251
+112
2325
$19.1K ﹤0.01%
2,137
+1,351
91 92
93
94 95