EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.53B
1-Year Est. Return 23.79%
This Quarter Est. Return
1 Year Est. Return
+23.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.09B
AUM Growth
+$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,803
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$11.7M
3
+$6.2M
4
VUG icon
Vanguard Growth ETF
VUG
+$4.57M
5
VTV icon
Vanguard Value ETF
VTV
+$4.26M

Top Sells

1
+$7.41M
2
+$6.98M
3
+$5.09M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$2.63M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$2.19M

Sector Composition

1 Technology 10.86%
2 Financials 6.59%
3 Consumer Discretionary 6.53%
4 Industrials 4.39%
5 Healthcare 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$622 ﹤0.01%
15
-255
2477
$617 ﹤0.01%
3
2478
$611 ﹤0.01%
194
2479
$608 ﹤0.01%
65
-129
2480
$607 ﹤0.01%
+759
2481
$604 ﹤0.01%
+33
2482
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43
-40
2483
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+224
2484
$599 ﹤0.01%
36
+15
2485
$599 ﹤0.01%
100
2486
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51
2487
$596 ﹤0.01%
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2488
$589 ﹤0.01%
+7
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$585 ﹤0.01%
82
-174
2490
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+237
2491
$582 ﹤0.01%
200
2492
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+142
2493
$562 ﹤0.01%
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2494
$562 ﹤0.01%
+83
2495
$556 ﹤0.01%
+20
2496
$550 ﹤0.01%
14
-36
2497
$548 ﹤0.01%
102
2498
$547 ﹤0.01%
+11
2499
$547 ﹤0.01%
42
-49
2500
$545 ﹤0.01%
+55
98 99
100
101 102