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
626
$103K 0.01%
643
+135
627
$103K 0.01%
21,347
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$103K 0.01%
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636
$101K 0.01%
8,284
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637
$101K 0.01%
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$100K 0.01%
980
639
$100K 0.01%
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640
$99.4K 0.01%
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642
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$97.9K 0.01%
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$97.8K 0.01%
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646
$97.5K 0.01%
667
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647
$97K 0.01%
842
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648
$96.5K 0.01%
1,970
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649
$96.4K 0.01%
2,229
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650
$96.4K 0.01%
750
+62
24 25
26
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