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
801
$64.5K 0.01%
364
+14
802
$64.4K 0.01%
41
+2
803
$64.4K 0.01%
997
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804
$64K 0.01%
1,465
805
$64K 0.01%
1,783
+825
806
$63.6K 0.01%
876
+173
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$63.2K 0.01%
1,586
-1,214
808
$63.1K 0.01%
636
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809
$63K 0.01%
2,490
+1,457
810
$62.7K 0.01%
4,429
-65
811
$62.6K 0.01%
2,263
812
$62.5K 0.01%
427
+101
813
$62.4K 0.01%
560
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814
$62.3K 0.01%
1,065
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815
$62.3K 0.01%
4,321
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816
$61.9K 0.01%
680
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$61.5K 0.01%
522
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818
$61.4K 0.01%
27,800
819
$61.4K 0.01%
854
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820
$61.3K 0.01%
920
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821
$61.1K 0.01%
223
-309
822
$60.8K 0.01%
935
+258
823
$60.7K 0.01%
1,567
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824
$60.5K 0.01%
1,608
+1,194
825
$60.5K 0.01%
1,089
-41
31 32
33
34 35