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
776
$68.7K 0.01%
357
-52
777
$68.7K 0.01%
+1,089
778
$68.2K 0.01%
241
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779
$67.9K 0.01%
2,377
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$67.8K 0.01%
690
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782
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784
$67K 0.01%
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785
$66.8K 0.01%
308
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$66.6K 0.01%
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787
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$66.5K 0.01%
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$66.5K 0.01%
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795
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$65.2K 0.01%
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1,040
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$64.9K 0.01%
213
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800
$64.6K 0.01%
653
+73
30 31
32
33 34