EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.71B
1-Year Est. Return 23.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.05%
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
2,804
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$11.2M
3
+$6.21M
4
VUG icon
Vanguard Growth ETF
VUG
+$4.26M
5
VTV icon
Vanguard Value ETF
VTV
+$4.01M

Top Sells

1
+$7.28M
2
+$7.1M
3
+$5.19M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$2.43M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$2.13M

Sector Composition

1 Technology 10.84%
2 Financials 6.61%
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
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14,021
+4,870
582
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4,004
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583
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584
$117K 0.01%
3,392
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585
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586
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634
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587
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2,857
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588
$116K 0.01%
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596
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597
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4,940
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598
$111K 0.01%
811
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599
$111K 0.01%
6,992
-18
600
$110K 0.01%
231
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22 23
24
25 26