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
926
$46.3K ﹤0.01%
2,002
+684
927
$45.9K ﹤0.01%
417
+5
928
$45.9K ﹤0.01%
1,290
+12
929
$45.8K ﹤0.01%
463
+130
930
$45.8K ﹤0.01%
1,794
+35
931
$45.8K ﹤0.01%
884
-16
932
$45.7K ﹤0.01%
1,241
+1,209
933
$45.7K ﹤0.01%
668
+48
934
$45.6K ﹤0.01%
+1,617
935
$45.5K ﹤0.01%
824
-324
936
$45.4K ﹤0.01%
540
+308
937
$45.2K ﹤0.01%
2,542
-1,340
938
$45.1K ﹤0.01%
4,783
939
$45.1K ﹤0.01%
207
940
$45K ﹤0.01%
2,618
941
$44.9K ﹤0.01%
610
+138
942
$44.5K ﹤0.01%
2,250
+1,850
943
$44.5K ﹤0.01%
7,065
-5,823
944
$44.5K ﹤0.01%
+481
945
$44.5K ﹤0.01%
949
+11
946
$44.3K ﹤0.01%
+1,584
947
$44.2K ﹤0.01%
1,448
-673
948
$44.1K ﹤0.01%
544
+8
949
$44.1K ﹤0.01%
7,773
950
$44K ﹤0.01%
10,895
+47
36 37
38
39 40