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
851
$202K 0.01%
6,026
+58
852
$202K 0.01%
6,167
+4,925
853
$202K 0.01%
4,589
854
$202K 0.01%
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$202K 0.01%
830
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856
$201K 0.01%
77
857
$200K 0.01%
9,576
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858
$200K 0.01%
3,567
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859
$199K 0.01%
4,800
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860
$198K 0.01%
1,393
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861
$198K 0.01%
8,090
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862
$198K 0.01%
848
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863
$197K 0.01%
13,197
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864
$197K 0.01%
2,536
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865
$196K 0.01%
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866
$195K 0.01%
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$195K 0.01%
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869
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870
$195K 0.01%
828
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871
$195K 0.01%
982
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872
$195K 0.01%
1,775
-84
873
$194K 0.01%
2,056
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874
$194K 0.01%
3,001
+2,109
875
$194K 0.01%
590
+262
33 34
35
36 37