EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.71B
1-Year Est. Return 22.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.83%
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 10.84%
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
676
$90.1K 0.01%
1,564
-95
677
$90K 0.01%
1,282
-13
678
$89.7K 0.01%
693
+38
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$89K 0.01%
2,249
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$89K 0.01%
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681
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2,407
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$88.7K 0.01%
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683
$88.7K 0.01%
1,437
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684
$88.6K 0.01%
1,416
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685
$88.5K 0.01%
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$87.8K 0.01%
699
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687
$87.7K 0.01%
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688
$87.2K 0.01%
6,956
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$87.1K 0.01%
570
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$86.9K 0.01%
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$86.7K 0.01%
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$86.4K 0.01%
688
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$86.2K 0.01%
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695
$84.9K 0.01%
412
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$84.8K 0.01%
1,667
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$84.6K 0.01%
1,590
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698
$84.5K 0.01%
+2,161
699
$84.4K 0.01%
3,103
-147
700
$84.3K 0.01%
2,117
26 27
28
29 30