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
376
$260K 0.02%
1,144
+54
377
$258K 0.02%
8,364
+419
378
$258K 0.02%
1,072
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$257K 0.02%
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$256K 0.02%
5,858
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381
$253K 0.02%
10,863
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$252K 0.02%
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-158
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$252K 0.02%
14,142
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384
$252K 0.02%
1,194
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$250K 0.02%
5,166
-9,688
386
$248K 0.02%
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387
$248K 0.02%
8,197
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388
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3,070
-240
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$240K 0.02%
+9,146
390
$240K 0.02%
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391
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8,301
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$233K 0.02%
2,603
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396
$230K 0.02%
470
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397
$229K 0.02%
8,050
+190
398
$228K 0.02%
1,112
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399
$228K 0.02%
2,413
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400
$228K 0.02%
760
-22
14 15
16
17 18