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
826
$60.3K 0.01%
560
-67
827
$59.9K 0.01%
700
828
$59.5K 0.01%
1,047
-33
829
$59.5K 0.01%
10,956
+9,781
830
$59.2K 0.01%
1,460
831
$59K 0.01%
1,127
-132
832
$59K 0.01%
1,396
+260
833
$58.9K 0.01%
541
+23
834
$58.9K 0.01%
5,641
-2,500
835
$58.8K 0.01%
996
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836
$58.8K 0.01%
+2,023
837
$58.5K 0.01%
162
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838
$58K 0.01%
1,668
-627
839
$57.6K 0.01%
1,490
+142
840
$57.5K 0.01%
724
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841
$57.5K 0.01%
3,130
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842
$57.3K 0.01%
1,414
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$57.1K 0.01%
868
844
$57.1K 0.01%
1,917
+1,577
845
$57K 0.01%
711
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846
$57K 0.01%
1,858
-73
847
$56.9K 0.01%
2,141
+31
848
$56.9K 0.01%
762
849
$56.7K 0.01%
252
-52
850
$56.6K 0.01%
580
-6
32 33
34
35 36