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
2451
$16.3K ﹤0.01%
2,779
+2,588
2452
$16.3K ﹤0.01%
4,546
+4,465
2453
$16.2K ﹤0.01%
1,027
+729
2454
$16.2K ﹤0.01%
539
+501
2455
$16.2K ﹤0.01%
492
-78
2456
$16.2K ﹤0.01%
842
+697
2457
$16.2K ﹤0.01%
6,229
+6,208
2458
$16.2K ﹤0.01%
501
+445
2459
$16K ﹤0.01%
1,231
+615
2460
$16K ﹤0.01%
769
2461
$16K ﹤0.01%
338
+111
2462
$15.9K ﹤0.01%
66
+55
2463
$15.9K ﹤0.01%
325
-90
2464
$15.9K ﹤0.01%
184
-40
2465
$15.8K ﹤0.01%
1,474
+616
2466
$15.8K ﹤0.01%
1,002
+755
2467
$15.8K ﹤0.01%
654
-1,366
2468
$15.8K ﹤0.01%
74
-6
2469
$15.7K ﹤0.01%
+267
2470
$15.7K ﹤0.01%
1,535
+1,097
2471
$15.6K ﹤0.01%
1,520
+1,352
2472
$15.6K ﹤0.01%
5,932
+3,441
2473
$15.6K ﹤0.01%
6,781
+6,308
2474
$15.6K ﹤0.01%
247
-5
2475
$15.6K ﹤0.01%
+1,826
97 98
99
100 101