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
351
$286K 0.03%
2,808
-104
352
$286K 0.03%
3,235
-886
353
$285K 0.03%
10,906
+1,818
354
$284K 0.03%
3,820
-15
355
$283K 0.03%
1,427
-360
356
$283K 0.03%
3,912
-123
357
$282K 0.03%
483
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358
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449
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359
$279K 0.03%
30,662
+1,933
360
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959
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361
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1,182
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362
$273K 0.03%
+9,269
363
$272K 0.02%
1,904
-6,200
364
$271K 0.02%
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+244
365
$271K 0.02%
3,331
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366
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3,295
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369
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12,832
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516
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371
$264K 0.02%
3,398
-137
372
$263K 0.02%
11,146
+9,620
373
$262K 0.02%
689
+18
374
$261K 0.02%
462
-4
375
$261K 0.02%
2,412
+41
13 14
15
16 17