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
2601
$58 ﹤0.01%
1
2602
$56 ﹤0.01%
5
-221
2603
$55 ﹤0.01%
1
2604
– –
-1
2605
$43 ﹤0.01%
1
2606
$40 ﹤0.01%
13
2607
$39 ﹤0.01%
3
2608
$38 ﹤0.01%
2
2609
$34 ﹤0.01%
3
2610
$34 ﹤0.01%
1
2611
$31 ﹤0.01%
+1
2612
$29 ﹤0.01%
3
2613
$24 ﹤0.01%
2
2614
$20 ﹤0.01%
1
-10
2615
– –
0
2616
$14 ﹤0.01%
10
2617
$14 ﹤0.01%
1
-62
2618
– –
-29
2619
$8 ﹤0.01%
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2620
$7 ﹤0.01%
+24
2621
$4 ﹤0.01%
1
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2622
$3 ﹤0.01%
+1
2623
– –
0
2624
– –
-49
2625
$2 ﹤0.01%
1
103 104
105
106 107