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
526
$140K 0.01%
1,227
527
$140K 0.01%
2,970
+975
528
$139K 0.01%
+3,013
529
$139K 0.01%
897
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530
$138K 0.01%
1,593
+15
531
$138K 0.01%
838
-27
532
$138K 0.01%
1,636
533
$138K 0.01%
827
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534
$138K 0.01%
3,726
-85
535
$138K 0.01%
4,100
+4,014
536
$137K 0.01%
12,231
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537
$137K 0.01%
3,474
-1,615
538
$137K 0.01%
+7,399
539
$137K 0.01%
21,628
+1,972
540
$137K 0.01%
3,392
+1,384
541
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1,139
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542
$136K 0.01%
881
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$136K 0.01%
584
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544
$134K 0.01%
557
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545
$133K 0.01%
1,824
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546
$133K 0.01%
1,071
+98
547
$133K 0.01%
1,471
+92
548
$132K 0.01%
1,179
+82
549
$132K 0.01%
5,873
+701
550
$131K 0.01%
2,561
-2,054
20 21
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