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
2326
$19.1K ﹤0.01%
2,618
+510
2327
$19K ﹤0.01%
400
2328
$19K ﹤0.01%
690
-820
2329
$19K ﹤0.01%
1,065
2330
$18.9K ﹤0.01%
+410
2331
$18.9K ﹤0.01%
1,747
-119
2332
$18.8K ﹤0.01%
5,203
+259
2333
$18.8K ﹤0.01%
1,633
+1,496
2334
$18.8K ﹤0.01%
449
+282
2335
$18.8K ﹤0.01%
508
-171
2336
$18.7K ﹤0.01%
4,774
+3,881
2337
$18.7K ﹤0.01%
+2,155
2338
$18.7K ﹤0.01%
448
+290
2339
$18.7K ﹤0.01%
81
+16
2340
$18.7K ﹤0.01%
103
+86
2341
$18.7K ﹤0.01%
287
+113
2342
$18.7K ﹤0.01%
4,640
+3,715
2343
$18.6K ﹤0.01%
233
+227
2344
$18.6K ﹤0.01%
867
-185
2345
$18.6K ﹤0.01%
103
+67
2346
$18.6K ﹤0.01%
1,076
+1,002
2347
$18.6K ﹤0.01%
776
+3
2348
$18.6K ﹤0.01%
241
+126
2349
$18.6K ﹤0.01%
350
-1,309
2350
$18.5K ﹤0.01%
739
+492
92 93
94
95 96