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
26
$8.49M 0.78%
60,209
-889
27
$8.24M 0.75%
99,429
-4,102
28
$8.22M 0.75%
251,699
+1,455
29
$7.87M 0.72%
48,529
+1,547
30
$7.68M 0.7%
311,412
+18,731
31
$7.66M 0.7%
26,604
-220
32
$7.16M 0.66%
35,833
-609
33
$7.14M 0.65%
2,761
+10
34
$6.98M 0.64%
92,647
-19,287
35
$6.88M 0.63%
46,104
+2,152
36
$6.84M 0.63%
19,725
-169
37
$6.56M 0.6%
43,869
+2,281
38
$6.38M 0.58%
48,739
-4,519
39
$6.37M 0.58%
118,333
+18,728
40
$6.31M 0.58%
298,235
41
$6.29M 0.58%
41,388
-1,945
42
$6.26M 0.57%
96,282
-13,209
43
$6.14M 0.56%
124,040
+10,600
44
$6.12M 0.56%
71,731
+10,047
45
$6.02M 0.55%
115,885
+15,656
46
$5.68M 0.52%
16,055
+1,880
47
$5.51M 0.5%
89,002
+3,845
48
$5.5M 0.5%
73,794
+8,305
49
$5.47M 0.5%
71,595
+5,887
50
$5.36M 0.49%
8,116
-110
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