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
2551
$394 ﹤0.01%
18
-69
2552
$388 ﹤0.01%
20
2553
$379 ﹤0.01%
90
+34
2554
$379 ﹤0.01%
5
-111
2555
$377 ﹤0.01%
9
2556
$373 ﹤0.01%
41
-42
2557
$373 ﹤0.01%
21
2558
$357 ﹤0.01%
6
2559
$352 ﹤0.01%
90
2560
$351 ﹤0.01%
15
2561
$350 ﹤0.01%
125
2562
$325 ﹤0.01%
400
2563
$325 ﹤0.01%
+3
2564
$301 ﹤0.01%
9
2565
$293 ﹤0.01%
11
-46
2566
$288 ﹤0.01%
60
-40
2567
$284 ﹤0.01%
12
2568
$282 ﹤0.01%
500
2569
$242 ﹤0.01%
+9
2570
$231 ﹤0.01%
+3
2571
$205 ﹤0.01%
11
2572
$203 ﹤0.01%
12
-74
2573
$197 ﹤0.01%
+25
2574
$195 ﹤0.01%
50
2575
$194 ﹤0.01%
52
101 102
103
104 105