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
2501
$545 ﹤0.01%
6
2502
$543 ﹤0.01%
12
-54
2503
$536 ﹤0.01%
57
-57
2504
$533 ﹤0.01%
+1
2505
$532 ﹤0.01%
38
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2506
$529 ﹤0.01%
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2507
$526 ﹤0.01%
92
-439
2508
$526 ﹤0.01%
+129
2509
$516 ﹤0.01%
12
2510
$513 ﹤0.01%
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2511
$511 ﹤0.01%
24
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2512
$510 ﹤0.01%
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2513
$509 ﹤0.01%
5
2514
$506 ﹤0.01%
+7
2515
$504 ﹤0.01%
+210
2516
$503 ﹤0.01%
38
2517
$503 ﹤0.01%
38
-1
2518
$501 ﹤0.01%
25
-286
2519
$497 ﹤0.01%
92
2520
$493 ﹤0.01%
+21
2521
$487 ﹤0.01%
10
2522
$487 ﹤0.01%
+14
2523
$484 ﹤0.01%
+21
2524
$482 ﹤0.01%
14
-42
2525
$481 ﹤0.01%
9
-52
99 100
101
102 103