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
576
$122K 0.01%
3,972
-436
577
$121K 0.01%
12,167
-25
578
$119K 0.01%
1,225
+253
579
$119K 0.01%
540
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$119K 0.01%
1,176
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581
$119K 0.01%
14,021
+4,870
582
$118K 0.01%
4,004
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583
$117K 0.01%
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584
$117K 0.01%
3,392
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585
$117K 0.01%
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586
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634
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587
$116K 0.01%
2,857
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588
$116K 0.01%
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589
$116K 0.01%
1,560
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590
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589
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595
$113K 0.01%
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-15
596
$111K 0.01%
+4,820
597
$111K 0.01%
4,940
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598
$111K 0.01%
811
+22
599
$111K 0.01%
6,992
-18
600
$110K 0.01%
231
-31
22 23
24
25 26