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
451
$184K 0.02%
+3,702
452
$184K 0.02%
3,531
+2,914
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$183K 0.02%
3,051
-975
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$183K 0.02%
1,399
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$183K 0.02%
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-350
456
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457
$183K 0.02%
5,935
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458
$182K 0.02%
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459
$181K 0.02%
4,398
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460
$181K 0.02%
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461
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4,476
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462
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661
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463
$180K 0.02%
686
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464
$178K 0.02%
10,603
-171
465
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572
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$178K 0.02%
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467
$178K 0.02%
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4,060
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470
$173K 0.02%
5,603
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471
$173K 0.02%
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$172K 0.02%
310
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473
$171K 0.02%
4,552
474
$169K 0.02%
804
+116
475
$169K 0.02%
9,009
+45
17 18
19
20 21