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
2526
$477 ﹤0.01%
19
-74
2527
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+5
2528
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2529
$459 ﹤0.01%
+110
2530
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2531
$456 ﹤0.01%
50
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2532
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10
2533
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2534
$450 ﹤0.01%
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2535
$449 ﹤0.01%
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2536
$447 ﹤0.01%
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2537
$441 ﹤0.01%
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2538
$441 ﹤0.01%
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2539
$438 ﹤0.01%
250
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2540
$437 ﹤0.01%
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2541
$433 ﹤0.01%
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2542
$432 ﹤0.01%
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2543
$429 ﹤0.01%
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2544
$424 ﹤0.01%
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2545
$420 ﹤0.01%
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2546
$419 ﹤0.01%
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2547
$413 ﹤0.01%
11
-13
2548
$405 ﹤0.01%
+132
2549
$405 ﹤0.01%
191
2550
$398 ﹤0.01%
+400
100 101
102
103 104