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
2351
$18.5K ﹤0.01%
364
+177
2352
$18.5K ﹤0.01%
88
+75
2353
$18.4K ﹤0.01%
62
+17
2354
$18.3K ﹤0.01%
618
+446
2355
$18.3K ﹤0.01%
944
+824
2356
$18.3K ﹤0.01%
1,649
+962
2357
$18.3K ﹤0.01%
2,008
-146
2358
$18.3K ﹤0.01%
692
+361
2359
$18.3K ﹤0.01%
508
+356
2360
$18.3K ﹤0.01%
1,239
+1,212
2361
$18.2K ﹤0.01%
338
-211
2362
$18.2K ﹤0.01%
1,021
+280
2363
$18.2K ﹤0.01%
603
+599
2364
$18.1K ﹤0.01%
515
+470
2365
$18.1K ﹤0.01%
750
2366
$18.1K ﹤0.01%
74
+66
2367
$18K ﹤0.01%
418
+361
2368
$18K ﹤0.01%
1,123
+836
2369
$18K ﹤0.01%
288
+271
2370
$18K ﹤0.01%
301
+296
2371
$18K ﹤0.01%
2,177
+1,288
2372
$17.9K ﹤0.01%
523
+307
2373
$17.9K ﹤0.01%
988
+652
2374
$17.9K ﹤0.01%
615
+8
2375
$17.9K ﹤0.01%
1,377
+1,118
93 94
95
96 97