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
701
$84.2K 0.01%
4,396
+619
702
$84.1K 0.01%
1,272
+95
703
$84K 0.01%
589
-130
704
$84K 0.01%
833
+13
705
$83.8K 0.01%
+1,046
706
$83.8K 0.01%
773
707
$83.4K 0.01%
1,663
+620
708
$83.3K 0.01%
1,714
+1,044
709
$83.1K 0.01%
235
+2
710
$82.9K 0.01%
6,117
+304
711
$82.8K 0.01%
2,292
712
$82.7K 0.01%
1,810
713
$82.4K 0.01%
344
+100
714
$82.3K 0.01%
1,800
-94
715
$81.9K 0.01%
673
-91
716
$81.7K 0.01%
755
+8
717
$81.6K 0.01%
3,377
+130
718
$81.4K 0.01%
1,047
-400
719
$81.2K 0.01%
783
+200
720
$81.2K 0.01%
+737
721
$80.9K 0.01%
613
722
$80.7K 0.01%
1,501
-248
723
$80.4K 0.01%
2,785
+108
724
$80.3K 0.01%
1,331
+608
725
$80.2K 0.01%
1,028
+2
27 28
29
30 31