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
851
$56.5K 0.01%
1,114
+255
852
$56.3K 0.01%
739
+24
853
$56.1K 0.01%
1,005
+190
854
$56K 0.01%
1,291
+1,087
855
$55.9K 0.01%
2,170
+1,124
856
$55.5K 0.01%
516
-20,414
857
$55.4K 0.01%
577
+4
858
$55.4K 0.01%
1,524
+1,298
859
$55.2K 0.01%
2,161
-264
860
$55.2K 0.01%
702
+49
861
$55.1K 0.01%
355
862
$55K 0.01%
1,148
+9
863
$54.9K 0.01%
+1,453
864
$54.8K 0.01%
257
+2
865
$54.4K 0.01%
2,363
-650
866
$54.4K 0.01%
538
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867
$54.2K 0.01%
783
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$54.1K 0.01%
1,482
-15
869
$54K ﹤0.01%
1,089
-21
870
$53.7K ﹤0.01%
3,068
871
$53.6K ﹤0.01%
394
+12
872
$53.5K ﹤0.01%
1,619
-27
873
$53.4K ﹤0.01%
1,215
-57
874
$53.4K ﹤0.01%
376
+39
875
$53K ﹤0.01%
305
+245
33 34
35
36 37