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
2401
$17.3K ﹤0.01%
267
+127
2402
$17.3K ﹤0.01%
608
+526
2403
$17.3K ﹤0.01%
460
+376
2404
$17.2K ﹤0.01%
313
+254
2405
$17.2K ﹤0.01%
717
+70
2406
$17.2K ﹤0.01%
418
+367
2407
$17.2K ﹤0.01%
274
2408
$17.2K ﹤0.01%
119
+95
2409
$17.2K ﹤0.01%
2,148
+806
2410
$17.2K ﹤0.01%
+520
2411
$17.1K ﹤0.01%
1,200
2412
$17.1K ﹤0.01%
+332
2413
$17.1K ﹤0.01%
1,012
+385
2414
$17K ﹤0.01%
1,514
+313
2415
$17K ﹤0.01%
225
+162
2416
$17K ﹤0.01%
1,889
-1,265
2417
$17K ﹤0.01%
1,212
+978
2418
$17K ﹤0.01%
132
+37
2419
$17K ﹤0.01%
241
+126
2420
$16.9K ﹤0.01%
313
+203
2421
$16.9K ﹤0.01%
1,470
+1,174
2422
$16.8K ﹤0.01%
352
-301
2423
$16.8K ﹤0.01%
2,735
+2,234
2424
$16.8K ﹤0.01%
493
+3
2425
$16.7K ﹤0.01%
383
+341
95 96
97
98 99