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
876
$194K 0.01%
750
+186
877
$193K 0.01%
2,598
+1,902
878
$191K 0.01%
468
+111
879
$191K 0.01%
2,559
+980
880
$190K 0.01%
3,162
+694
881
$189K 0.01%
2,738
+427
882
$186K 0.01%
3,202
-11
883
$186K 0.01%
3,398
+2,284
884
$185K 0.01%
1,881
-1,858
885
$185K 0.01%
1,232
-29
886
$185K 0.01%
5,393
+3,411
887
$185K 0.01%
5,531
+4,426
888
$185K 0.01%
7,866
+1,689
889
$185K 0.01%
2,493
-131
890
$185K 0.01%
1,582
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$185K 0.01%
5,690
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$184K 0.01%
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893
$183K 0.01%
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894
$182K 0.01%
21,483
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895
$182K 0.01%
4,456
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896
$182K 0.01%
6,792
-642
897
$182K 0.01%
1,184
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898
$182K 0.01%
3,774
+2,395
899
$181K 0.01%
2,278
+1,117
900
$181K 0.01%
3,490
+567
34 35
36
37 38