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
2426
$16.7K ﹤0.01%
584
+564
2427
$16.7K ﹤0.01%
3,111
+2,975
2428
$16.7K ﹤0.01%
947
+824
2429
$16.7K ﹤0.01%
559
+382
2430
$16.7K ﹤0.01%
2,792
+2,252
2431
$16.7K ﹤0.01%
266
-224
2432
$16.7K ﹤0.01%
+5,208
2433
$16.7K ﹤0.01%
1,035
+847
2434
$16.7K ﹤0.01%
216
+94
2435
$16.6K ﹤0.01%
584
2436
$16.6K ﹤0.01%
+558
2437
$16.5K ﹤0.01%
711
+645
2438
$16.5K ﹤0.01%
1,904
+1,879
2439
$16.5K ﹤0.01%
508
+439
2440
$16.5K ﹤0.01%
676
+356
2441
$16.5K ﹤0.01%
487
+341
2442
$16.4K ﹤0.01%
307
+1
2443
$16.4K ﹤0.01%
105
+71
2444
$16.4K ﹤0.01%
1,342
+1,068
2445
$16.4K ﹤0.01%
919
+832
2446
$16.4K ﹤0.01%
279
+276
2447
$16.4K ﹤0.01%
558
+411
2448
$16.3K ﹤0.01%
1,585
+1,580
2449
$16.3K ﹤0.01%
+1,480
2450
$16.3K ﹤0.01%
811
-170