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
901
$50K ﹤0.01%
830
+475
902
$49.9K ﹤0.01%
79
+15
903
$49.8K ﹤0.01%
251
-10
904
$49.6K ﹤0.01%
668
+48
905
$49.3K ﹤0.01%
690
+10
906
$49.1K ﹤0.01%
769
+23
907
$49K ﹤0.01%
5,229
+3,324
908
$48.8K ﹤0.01%
+770
909
$48.7K ﹤0.01%
706
+69
910
$48.6K ﹤0.01%
797
-43
911
$48.6K ﹤0.01%
265
+252
912
$48.4K ﹤0.01%
276
+146
913
$48.3K ﹤0.01%
283
+75
914
$48.3K ﹤0.01%
4,052
-770
915
$48.2K ﹤0.01%
5,944
-1,444
916
$48K ﹤0.01%
860
917
$47.9K ﹤0.01%
666
+230
918
$47.8K ﹤0.01%
835
919
$47.7K ﹤0.01%
370
920
$47.5K ﹤0.01%
376
-349
921
$47.5K ﹤0.01%
1,331
+1,144
922
$47.3K ﹤0.01%
366
-108
923
$47.2K ﹤0.01%
475
+116
924
$47.1K ﹤0.01%
1,668
925
$46.8K ﹤0.01%
1,083
-3,200
35 36
37
38 39