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
1951
$31K ﹤0.01%
204
-1,314
1952
$30.9K ﹤0.01%
138
-11
1953
$30.9K ﹤0.01%
1,365
+740
1954
$30.9K ﹤0.01%
6,533
+4,495
1955
$30.8K ﹤0.01%
1,063
1956
$30.8K ﹤0.01%
714
+490
1957
$30.7K ﹤0.01%
1,134
+224
1958
$30.7K ﹤0.01%
234
+77
1959
$30.7K ﹤0.01%
3,789
+3,606
1960
$30.7K ﹤0.01%
411
+396
1961
$30.6K ﹤0.01%
868
+521
1962
$30.5K ﹤0.01%
967
+538
1963
$30.2K ﹤0.01%
1,786
+1,640
1964
$30.2K ﹤0.01%
1,650
1965
$30.2K ﹤0.01%
25,156
-192
1966
$30.1K ﹤0.01%
1,231
+674
1967
$30K ﹤0.01%
3,364
-565
1968
$30K ﹤0.01%
1,662
+1,311
1969
$29.9K ﹤0.01%
2,888
+434
1970
$29.9K ﹤0.01%
894
+533
1971
$29.9K ﹤0.01%
1,396
-57
1972
$29.9K ﹤0.01%
1,442
+1,111
1973
$29.8K ﹤0.01%
3,368
+1,435
1974
$29.8K ﹤0.01%
436
+113
1975
$29.6K ﹤0.01%
982
77 78
79
80 81