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
2576
$175 ﹤0.01%
8
-87
2577
$174 ﹤0.01%
25
2578
$161 ﹤0.01%
2
2579
$160 ﹤0.01%
+25
2580
$151 ﹤0.01%
50
2581
$138 ﹤0.01%
9
-417
2582
$137 ﹤0.01%
2
-562
2583
$135 ﹤0.01%
5
-5
2584
$134 ﹤0.01%
1
2585
$113 ﹤0.01%
5
2586
$110 ﹤0.01%
100
2587
$110 ﹤0.01%
500
2588
$103 ﹤0.01%
2
-48
2589
$96 ﹤0.01%
+23
2590
$87 ﹤0.01%
10
2591
$86 ﹤0.01%
23
2592
$83 ﹤0.01%
3
2593
$79 ﹤0.01%
11
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$79 ﹤0.01%
3
2595
$76 ﹤0.01%
20
2596
$71 ﹤0.01%
13
2597
$70 ﹤0.01%
2
2598
$68 ﹤0.01%
3
2599
$63 ﹤0.01%
100
-825
2600
$62 ﹤0.01%
4
102 103
104
105 106