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
1801
$37.7K ﹤0.01%
1,400
1802
$37.6K ﹤0.01%
17,666
+3,217
1803
$37.5K ﹤0.01%
1,369
+418
1804
$37.4K ﹤0.01%
369
+208
1805
$37.2K ﹤0.01%
597
+282
1806
$37.2K ﹤0.01%
13
+8
1807
$37.2K ﹤0.01%
89
+79
1808
$37.1K ﹤0.01%
2,990
1809
$37K ﹤0.01%
1,341
+801
1810
$37K ﹤0.01%
2,224
+1,593
1811
$37K ﹤0.01%
3,546
+3,289
1812
$36.9K ﹤0.01%
96
+53
1813
$36.9K ﹤0.01%
2,103
+1,854
1814
$36.9K ﹤0.01%
1,910
+1,881
1815
$36.9K ﹤0.01%
6,156
+4,425
1816
$36.9K ﹤0.01%
6,876
+4,740
1817
$36.8K ﹤0.01%
7,280
-101,349
1818
$36.8K ﹤0.01%
192
+51
1819
$36.7K ﹤0.01%
+9,580
1820
$36.7K ﹤0.01%
727
+219
1821
$36.7K ﹤0.01%
655
+606
1822
$36.6K ﹤0.01%
2,461
1823
$36.6K ﹤0.01%
830
1824
$36.6K ﹤0.01%
824
+329
1825
$36.6K ﹤0.01%
3,288
+2,935
71 72
73
74 75