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
1876
$34K ﹤0.01%
532
+115
1877
$33.9K ﹤0.01%
+12,074
1878
$33.9K ﹤0.01%
2,806
+2,780
1879
$33.9K ﹤0.01%
446
+333
1880
$33.8K ﹤0.01%
2,704
+1,407
1881
$33.8K ﹤0.01%
627
+612
1882
$33.7K ﹤0.01%
2,130
+2,111
1883
$33.7K ﹤0.01%
3,354
-700
1884
$33.7K ﹤0.01%
+801
1885
$33.6K ﹤0.01%
1,704
+1,234
1886
$33.6K ﹤0.01%
298
+195
1887
$33.6K ﹤0.01%
212
+65
1888
$33.6K ﹤0.01%
1,479
+1,385
1889
$33.6K ﹤0.01%
2,129
+2,121
1890
$33.5K ﹤0.01%
968
+933
1891
$33.5K ﹤0.01%
901
+670
1892
$33.5K ﹤0.01%
1,293
+1,122
1893
$33.5K ﹤0.01%
+970
1894
$33.5K ﹤0.01%
1,362
-950
1895
$33.5K ﹤0.01%
574
1896
$33.4K ﹤0.01%
288
+165
1897
$33.3K ﹤0.01%
252
+42
1898
$33.2K ﹤0.01%
587
+347
1899
$33.2K ﹤0.01%
198
+96
1900
$33.1K ﹤0.01%
414
+342
74 75
76
77 78