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
951
$43.9K ﹤0.01%
2,462
+1,589
952
$43.9K ﹤0.01%
3,100
-23
953
$43.8K ﹤0.01%
1,730
+271
954
$43.7K ﹤0.01%
3,585
+3,532
955
$43.6K ﹤0.01%
919
+593
956
$43.4K ﹤0.01%
2,044
+14
957
$43.4K ﹤0.01%
60,263
958
$43.4K ﹤0.01%
470
-648
959
$43.3K ﹤0.01%
686
+612
960
$42.8K ﹤0.01%
6,535
-78
961
$42.6K ﹤0.01%
1,160
962
$42.1K ﹤0.01%
4,134
+25
963
$42.1K ﹤0.01%
197
-19
964
$42K ﹤0.01%
2,118
965
$41.9K ﹤0.01%
333
+91
966
$41.9K ﹤0.01%
460
-6
967
$41.8K ﹤0.01%
447
-10
968
$41.6K ﹤0.01%
680
-193
969
$41.4K ﹤0.01%
1,046
-543
970
$41.4K ﹤0.01%
211
971
$41.2K ﹤0.01%
2,467
+56
972
$41.2K ﹤0.01%
736
+408
973
$41K ﹤0.01%
1,796
-150
974
$41K ﹤0.01%
272
+80
975
$41K ﹤0.01%
214
+184
37 38
39
40 41