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
726
$79.7K 0.01%
335
+6
727
$79.6K 0.01%
399
+155
728
$79.1K 0.01%
865
-330
729
$79K 0.01%
1,292
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730
$78.9K 0.01%
1,462
-70
731
$78.4K 0.01%
900
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732
$77.6K 0.01%
1,116
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733
$77.4K 0.01%
1,869
+1,508
734
$77.3K 0.01%
903
-89
735
$77.1K 0.01%
1,512
+20
736
$77K 0.01%
3,129
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737
$76.9K 0.01%
2,164
+12
738
$76.8K 0.01%
5,210
+2,210
739
$76.8K 0.01%
2,011
-268
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$76.7K 0.01%
752
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741
$76.2K 0.01%
443
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742
$75.8K 0.01%
450
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743
$75.7K 0.01%
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744
$75.4K 0.01%
2,353
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745
$75.3K 0.01%
3,066
-19
746
$74.7K 0.01%
1,759
+287
747
$74.6K 0.01%
1,731
+1,635
748
$74.5K 0.01%
536
+113
749
$74.5K 0.01%
515
+156
750
$74.4K 0.01%
2,580
+4
28 29
30
31 32