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
76
$3.59M 0.33%
84,759
+10,531
77
$3.28M 0.3%
67,982
+7,508
78
$3.2M 0.29%
12,279
+736
79
$3.18M 0.29%
47,453
+1,230
80
$3.17M 0.29%
30,826
+2,336
81
$3.16M 0.29%
25,284
-2,292
82
$3.16M 0.29%
7,713
+3,272
83
$3.15M 0.29%
12,451
-768
84
$3.15M 0.29%
+58,840
85
$3.01M 0.28%
107,713
-16,675
86
$3M 0.28%
20,376
+1,774
87
$2.96M 0.27%
27,173
-7,293
88
$2.87M 0.26%
54,892
+266
89
$2.79M 0.26%
58,079
+15,206
90
$2.75M 0.25%
44,053
+3,326
91
$2.74M 0.25%
52,221
+5,169
92
$2.62M 0.24%
43,954
+15,013
93
$2.61M 0.24%
23,697
+2,328
94
$2.58M 0.24%
77,801
+16,332
95
$2.57M 0.24%
14,305
-930
96
$2.57M 0.24%
50,762
+7,188
97
$2.43M 0.22%
6,069
-286
98
$2.34M 0.21%
67,449
+3,508
99
$2.31M 0.21%
55,231
+405
100
$2.31M 0.21%
40,074
+209
2 3
4
5 6