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
501
$155K 0.01%
7,154
-449
502
$155K 0.01%
5,412
+4,987
503
$155K 0.01%
1,625
-3
504
$153K 0.01%
2,942
+146
505
$153K 0.01%
1,174
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506
$152K 0.01%
4,310
+3,926
507
$151K 0.01%
865
+54
508
$151K 0.01%
801
+28
509
$150K 0.01%
1,922
-859
510
$149K 0.01%
6,723
+5,637
511
$148K 0.01%
3,680
+1,720
512
$148K 0.01%
2,695
+221
513
$147K 0.01%
+6,100
514
$145K 0.01%
2,014
+124
515
$144K 0.01%
4,907
-511
516
$144K 0.01%
7,580
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517
$143K 0.01%
1,020
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518
$143K 0.01%
1,922
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519
$143K 0.01%
1,604
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520
$142K 0.01%
2,184
521
$142K 0.01%
2,887
-600
522
$141K 0.01%
1,773
-6,084
523
$141K 0.01%
579
+189
524
$141K 0.01%
2,690
+248
525
$140K 0.01%
12,835
-169
19 20
21
22 23