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
676
$294K 0.01%
6,565
+2,274
677
$294K 0.01%
3,892
+883
678
$293K 0.01%
6,751
+912
679
$292K 0.01%
8,651
+3,426
680
$291K 0.01%
2,627
+331
681
$291K 0.01%
5,567
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682
$290K 0.01%
4,982
+3,094
683
$290K 0.01%
3,614
+3,464
684
$289K 0.01%
4,095
+3,508
685
$289K 0.01%
6,876
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686
$288K 0.01%
3,766
+2,343
687
$288K 0.01%
751
+115
688
$287K 0.01%
95,101
-3,528
689
$287K 0.01%
4,172
+2,643
690
$287K 0.01%
913
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$286K 0.01%
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692
$285K 0.01%
586
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693
$285K 0.01%
12,262
-2,786
694
$284K 0.01%
3,960
+1,167
695
$282K 0.01%
1,540
+1,210
696
$282K 0.01%
5,181
-6,565
697
$281K 0.01%
373
+93
698
$281K 0.01%
3,000
+1,902
699
$280K 0.01%
1,254
+1,187
700
$280K 0.01%
6,804
+5,226
26 27
28
29 30