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
751
$73.9K 0.01%
1,272
-175
752
$73.8K 0.01%
849
-1
753
$73.7K 0.01%
421
+2
754
$73.6K 0.01%
4,810
+1,180
755
$73.2K 0.01%
421
+27
756
$73.1K 0.01%
483
+41
757
$73.1K 0.01%
216
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758
$72.8K 0.01%
555
-52
759
$72.6K 0.01%
1,857
-587
760
$72.4K 0.01%
716
+471
761
$72.3K 0.01%
4,098
+435
762
$71.6K 0.01%
431
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763
$71.4K 0.01%
863
+124
764
$71.3K 0.01%
759
-117
765
$71K 0.01%
357
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766
$70.9K 0.01%
14,156
+8,887
767
$70.9K 0.01%
1,550
+10
768
$70.4K 0.01%
+1,297
769
$70.3K 0.01%
365
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770
$69.7K 0.01%
1,985
771
$69.5K 0.01%
584
-170
772
$69.5K 0.01%
967
-5
773
$69.3K 0.01%
1,050
+880
774
$69.1K 0.01%
2,781
+42
775
$68.8K 0.01%
+2,545
29 30
31
32 33