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
1001
$38.2K ﹤0.01%
890
-6
1002
$38.1K ﹤0.01%
464
+55
1003
$38K ﹤0.01%
582
+21
1004
$38K ﹤0.01%
274
+66
1005
$37.7K ﹤0.01%
279
+12
1006
$37.7K ﹤0.01%
2,990
1007
$37.6K ﹤0.01%
1,106
+36
1008
$37.6K ﹤0.01%
1,393
-393
1009
$37.6K ﹤0.01%
403
-122
1010
$37.5K ﹤0.01%
1,851
-108
1011
$37.5K ﹤0.01%
1,037
+132
1012
$37.5K ﹤0.01%
454
+85
1013
$37.4K ﹤0.01%
2,725
-321
1014
$37.2K ﹤0.01%
1,081
+462
1015
$37.1K ﹤0.01%
429
+139
1016
$37.1K ﹤0.01%
1,666
1017
$36.6K ﹤0.01%
+1,192
1018
$36.5K ﹤0.01%
730
-90
1019
$36.4K ﹤0.01%
288
-259
1020
$36.2K ﹤0.01%
447
+358
1021
$36K ﹤0.01%
3,142
+442
1022
$36K ﹤0.01%
819
+48
1023
$36K ﹤0.01%
236
-31
1024
$35.9K ﹤0.01%
1,079
+24
1025
$35.8K ﹤0.01%
2,816
-718
39 40
41
42 43