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
3626
$1.37K ﹤0.01%
+82
3627
$1.36K ﹤0.01%
+32
3628
$1.36K ﹤0.01%
37
-71
3629
$1.36K ﹤0.01%
39
+18
3630
$1.36K ﹤0.01%
185
+164
3631
$1.35K ﹤0.01%
51
+12
3632
$1.35K ﹤0.01%
132
+37
3633
$1.35K ﹤0.01%
91
+16
3634
$1.34K ﹤0.01%
76
-57
3635
$1.34K ﹤0.01%
957
+531
3636
$1.34K ﹤0.01%
65
-88
3637
$1.34K ﹤0.01%
+1,325
3638
$1.34K ﹤0.01%
+36
3639
$1.34K ﹤0.01%
71
-10
3640
$1.33K ﹤0.01%
145
+118
3641
$1.33K ﹤0.01%
158
+138
3642
$1.33K ﹤0.01%
19
+18
3643
$1.33K ﹤0.01%
114
+10
3644
$1.33K ﹤0.01%
124
+121
3645
$1.32K ﹤0.01%
30
+8
3646
$1.32K ﹤0.01%
74
+12
3647
$1.32K ﹤0.01%
822
+328
3648
$1.31K ﹤0.01%
+165
3649
$1.31K ﹤0.01%
202
+197
3650
$1.31K ﹤0.01%
+416
144 145
146
147 148