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
2126
$24.7K ﹤0.01%
1,322
+1,071
2127
$24.7K ﹤0.01%
+1,844
2128
$24.6K ﹤0.01%
253
+2
2129
$24.6K ﹤0.01%
334
+164
2130
$24.6K ﹤0.01%
110
+13
2131
$24.6K ﹤0.01%
1,195
+663
2132
$24.5K ﹤0.01%
757
+722
2133
$24.5K ﹤0.01%
384
-1,912
2134
$24.5K ﹤0.01%
521
+482
2135
$24.4K ﹤0.01%
934
+24
2136
$24.4K ﹤0.01%
995
+437
2137
$24.4K ﹤0.01%
761
-721
2138
$24.3K ﹤0.01%
804
+302
2139
$24.3K ﹤0.01%
870
+339
2140
$24.3K ﹤0.01%
914
+797
2141
$24.3K ﹤0.01%
838
+400
2142
$24.3K ﹤0.01%
378
-17
2143
$24.2K ﹤0.01%
900
+417
2144
$24.2K ﹤0.01%
5,044
-326
2145
$24.1K ﹤0.01%
318
+243
2146
$24.1K ﹤0.01%
1,239
+1,136
2147
$24.1K ﹤0.01%
1,115
+984
2148
$24.1K ﹤0.01%
683
-17
2149
$24K ﹤0.01%
1,082
+1,040
2150
$24K ﹤0.01%
760
+715
84 85
86
87 88