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
401
$227K 0.02%
5,248
+45
402
$227K 0.02%
958
+157
403
$226K 0.02%
556
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404
$225K 0.02%
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405
$224K 0.02%
3,313
+124
406
$224K 0.02%
2,026
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407
$224K 0.02%
1,370
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408
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409
$224K 0.02%
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-320
410
$223K 0.02%
2,982
-12
411
$223K 0.02%
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412
$220K 0.02%
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413
$219K 0.02%
4,558
-9
414
$217K 0.02%
4,220
+628
415
$217K 0.02%
8,423
-2,156
416
$216K 0.02%
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417
$216K 0.02%
960
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418
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8,145
-1,287
419
$214K 0.02%
4,127
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420
$213K 0.02%
10,689
421
$212K 0.02%
1,978
+579
422
$210K 0.02%
4,219
+209
423
$210K 0.02%
1,794
+387
424
$209K 0.02%
856
+135
425
$207K 0.02%
+8,962
15 16
17
18 19