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
301
$904K 0.04%
8,957
-5,667
302
$904K 0.04%
4,188
+947
303
$902K 0.04%
2,925
+145
304
$900K 0.04%
3,934
+185
305
$899K 0.04%
13,030
-3,078
306
$899K 0.04%
13,326
+5,131
307
$888K 0.04%
23,686
+3,338
308
$884K 0.04%
2,958
-67
309
$880K 0.04%
37,882
+4,031
310
$861K 0.04%
27,301
-457
311
$860K 0.04%
27,039
+8,552
312
$857K 0.04%
35,164
+1,315
313
$857K 0.04%
1,117
+155
314
$856K 0.04%
3,860
-1,034
315
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9,325
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316
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2,931
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317
$845K 0.04%
6,291
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318
$844K 0.04%
31,620
-18,768
319
$837K 0.04%
8,011
-5,052
320
$837K 0.04%
8,475
+2,046
321
$833K 0.04%
32,798
+408
322
$823K 0.04%
8,450
+2,534
323
$819K 0.04%
33,125
+4,148
324
$818K 0.04%
6,858
+1,398
325
$817K 0.04%
3,316
+2,032
11 12
13
14 15