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
2376
$17.8K ﹤0.01%
2,500
2377
$17.8K ﹤0.01%
7,274
+6,711
2378
$17.8K ﹤0.01%
1,426
+1,124
2379
$17.8K ﹤0.01%
377
+357
2380
$17.7K ﹤0.01%
2,564
+2,471
2381
$17.7K ﹤0.01%
282
+256
2382
$17.7K ﹤0.01%
22,267
+20,781
2383
$17.7K ﹤0.01%
435
+389
2384
$17.7K ﹤0.01%
2,031
-373
2385
$17.6K ﹤0.01%
571
+183
2386
$17.6K ﹤0.01%
123
-38
2387
$17.6K ﹤0.01%
1,015
+995
2388
$17.6K ﹤0.01%
+538
2389
$17.6K ﹤0.01%
332
+309
2390
$17.6K ﹤0.01%
478
+205
2391
$17.6K ﹤0.01%
265
+148
2392
$17.6K ﹤0.01%
599
+597
2393
$17.5K ﹤0.01%
651
-62
2394
$17.5K ﹤0.01%
278
2395
$17.4K ﹤0.01%
528
2396
$17.4K ﹤0.01%
4,549
+4,152
2397
$17.4K ﹤0.01%
2,682
+1,652
2398
$17.4K ﹤0.01%
135
+130
2399
$17.4K ﹤0.01%
+713
2400
$17.3K ﹤0.01%
336
94 95
96
97 98