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
1451
$64.8K ﹤0.01%
1,925
+1,535
1452
$64.8K ﹤0.01%
1,888
+502
1453
$64.6K ﹤0.01%
561
+476
1454
$64.6K ﹤0.01%
4,000
1455
$64.6K ﹤0.01%
5,623
-1,413
1456
$64.4K ﹤0.01%
11,930
+7,942
1457
$64.4K ﹤0.01%
625
+339
1458
$64.2K ﹤0.01%
14,885
+3,286
1459
$64.1K ﹤0.01%
739
+322
1460
$64K ﹤0.01%
1,123
+635
1461
$63.9K ﹤0.01%
716
+296
1462
$63.7K ﹤0.01%
365
+292
1463
$63.4K ﹤0.01%
1,843
+1,246
1464
$63.2K ﹤0.01%
5,000
+600
1465
$63.2K ﹤0.01%
8,250
1466
$63.1K ﹤0.01%
963
+422
1467
$63.1K ﹤0.01%
2,100
+753
1468
$63K ﹤0.01%
6,286
+2,448
1469
$63K ﹤0.01%
561
-22
1470
$62.7K ﹤0.01%
8,063
+4,708
1471
$62.6K ﹤0.01%
854
+390
1472
$62.6K ﹤0.01%
2,750
1473
$62.6K ﹤0.01%
3,436
-816
1474
$62.5K ﹤0.01%
4,470
+4,380
1475
$62.5K ﹤0.01%
3,000
+1,000
57 58
59
60 61