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
476
$168K 0.02%
203
+11
477
$168K 0.02%
4,912
-79
478
$168K 0.02%
166
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479
$168K 0.02%
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483
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372
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484
$164K 0.02%
586
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485
$163K 0.02%
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486
$163K 0.01%
718
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487
$163K 0.01%
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$162K 0.01%
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489
$162K 0.01%
4,021
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490
$161K 0.01%
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495
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$159K 0.01%
736
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$158K 0.01%
714
498
$158K 0.01%
731
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499
$156K 0.01%
1,148
+354
500
$155K 0.01%
+3,213
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