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
651
$96.4K 0.01%
908
+20
652
$96.3K 0.01%
405
+291
653
$96K 0.01%
4,989
+1,439
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$95.8K 0.01%
1,403
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$95.8K 0.01%
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$95.2K 0.01%
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$95.1K 0.01%
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658
$95.1K 0.01%
751
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659
$94.9K 0.01%
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660
$94.6K 0.01%
8,277
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$94.4K 0.01%
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$94K 0.01%
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$94K 0.01%
6,309
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664
$93.9K 0.01%
2,668
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665
$93.7K 0.01%
66
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668
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669
$92K 0.01%
1,132
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670
$91.9K 0.01%
2,186
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671
$91.7K 0.01%
355
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672
$91.6K 0.01%
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-120
673
$91.2K 0.01%
1,002
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674
$90.5K 0.01%
1,170
-519
675
$90.2K 0.01%
1,773
+56
25 26
27
28 29