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
976
$40.8K ﹤0.01%
1,507
+480
977
$40.7K ﹤0.01%
1,179
+12
978
$40.7K ﹤0.01%
339
+78
979
$40.6K ﹤0.01%
890
+14
980
$40.5K ﹤0.01%
3,014
+1,821
981
$40.3K ﹤0.01%
914
+596
982
$40.3K ﹤0.01%
622
+38
983
$40K ﹤0.01%
454
+184
984
$39.9K ﹤0.01%
131
-196
985
$39.9K ﹤0.01%
635
+544
986
$39.8K ﹤0.01%
3,501
-1,746
987
$39.8K ﹤0.01%
246
+5
988
$39.8K ﹤0.01%
470
+423
989
$39.7K ﹤0.01%
691
+424
990
$39.4K ﹤0.01%
1,224
+246
991
$39.3K ﹤0.01%
28,092
+10,000
992
$39.2K ﹤0.01%
1,299
+369
993
$38.8K ﹤0.01%
502
+3
994
$38.8K ﹤0.01%
862
-145
995
$38.8K ﹤0.01%
815
-150
996
$38.7K ﹤0.01%
134
-13
997
$38.7K ﹤0.01%
794
-125
998
$38.6K ﹤0.01%
207
+12
999
$38.5K ﹤0.01%
1,339
-32
1000
$38.4K ﹤0.01%
2,072
+626
38 39
40
41 42