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
2201
$22.2K ﹤0.01%
835
-262
2202
$22.1K ﹤0.01%
1,811
+1,380
2203
$22.1K ﹤0.01%
465
+324
2204
$22.1K ﹤0.01%
1,002
+503
2205
$22.1K ﹤0.01%
659
+271
2206
$22K ﹤0.01%
+11,307
2207
$22K ﹤0.01%
433
+53
2208
$22K ﹤0.01%
1,310
+334
2209
$22K ﹤0.01%
522
+1
2210
$22K ﹤0.01%
1,367
+1,131
2211
$21.9K ﹤0.01%
319
+150
2212
$21.9K ﹤0.01%
156
+63
2213
$21.9K ﹤0.01%
620
2214
$21.9K ﹤0.01%
343
+263
2215
$21.8K ﹤0.01%
279
+258
2216
$21.8K ﹤0.01%
523
+512
2217
$21.7K ﹤0.01%
700
-706
2218
$21.7K ﹤0.01%
238
-209
2219
$21.7K ﹤0.01%
+666
2220
$21.6K ﹤0.01%
979
+6
2221
$21.6K ﹤0.01%
332
+269
2222
$21.6K ﹤0.01%
1,822
-121
2223
$21.6K ﹤0.01%
6,586
+1,800
2224
$21.6K ﹤0.01%
1,334
+224
2225
$21.6K ﹤0.01%
1,357
+1,244
87 88
89
90 91