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
51
$5.36M 0.49%
90,280
+6,892
52
$5.24M 0.48%
724,459
+49,498
53
$5.08M 0.47%
14,237
+1,524
54
$4.96M 0.45%
42,751
-3,170
55
$4.96M 0.45%
90,197
-6,827
56
$4.9M 0.45%
136,287
+1,107
57
$4.71M 0.43%
90,940
-485
58
$4.7M 0.43%
126,376
+29
59
$4.57M 0.42%
68,322
+18,146
60
$4.49M 0.41%
17,289
-658
61
$4.48M 0.41%
40,958
+1,260
62
$4.45M 0.41%
17,923
+716
63
$4.36M 0.4%
47,332
-1,926
64
$4.34M 0.4%
25,512
-1,237
65
$4.34M 0.4%
35,353
+17,385
66
$4.14M 0.38%
50,733
-856
67
$4.13M 0.38%
139,752
+25,774
68
$4.07M 0.37%
15,940
+562
69
$3.96M 0.36%
8,326
-96
70
$3.86M 0.35%
80,787
+2,915
71
$3.83M 0.35%
26,421
-853
72
$3.83M 0.35%
109,777
+10,385
73
$3.66M 0.34%
95,823
+28,061
74
$3.64M 0.33%
106,021
+1,165
75
$3.59M 0.33%
141,651
-9,993
1 2
3
4 5