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
876
$52.9K ﹤0.01%
5,953
+39
877
$52.9K ﹤0.01%
221
+45
878
$52.7K ﹤0.01%
450
879
$52.5K ﹤0.01%
6,033
+90
880
$52.5K ﹤0.01%
2,010
+891
881
$52.2K ﹤0.01%
517
882
$52.1K ﹤0.01%
998
+748
883
$52.1K ﹤0.01%
18,602
+14,362
884
$52K ﹤0.01%
851
-64
885
$52K ﹤0.01%
1,190
886
$51.6K ﹤0.01%
537
-78
887
$51.6K ﹤0.01%
828
-1,070
888
$51.6K ﹤0.01%
229
-3
889
$51.5K ﹤0.01%
1,926
-396
890
$51.3K ﹤0.01%
1,066
+908
891
$51.2K ﹤0.01%
3,339
+381
892
$51.1K ﹤0.01%
982
+24
893
$50.9K ﹤0.01%
555
-537
894
$50.8K ﹤0.01%
1,807
+802
895
$50.5K ﹤0.01%
+7,474
896
$50.3K ﹤0.01%
1,085
897
$50.1K ﹤0.01%
1,035
-51
898
$50.1K ﹤0.01%
2,326
+954
899
$50K ﹤0.01%
461
+15
900
$50K ﹤0.01%
1,371
+11
34 35
36
37 38