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
1026
$35.8K ﹤0.01%
1,272
+11
1027
$35.8K ﹤0.01%
1,322
+437
1028
$35.6K ﹤0.01%
643
-33
1029
$35.1K ﹤0.01%
464
+36
1030
$35K ﹤0.01%
916
1031
$35K ﹤0.01%
5
1032
$34.9K ﹤0.01%
1,242
-366
1033
$34.8K ﹤0.01%
9,195
-1,500
1034
$34.7K ﹤0.01%
805
+337
1035
$34.7K ﹤0.01%
223
-3
1036
$34.7K ﹤0.01%
3,055
-90
1037
$34.6K ﹤0.01%
295
+264
1038
$34.5K ﹤0.01%
1,090
+629
1039
$34.5K ﹤0.01%
513
+402
1040
$34.3K ﹤0.01%
273
+46
1041
$34.3K ﹤0.01%
368
-28
1042
$34.2K ﹤0.01%
1,842
+168
1043
$34.1K ﹤0.01%
486
-14
1044
$34.1K ﹤0.01%
207
-6
1045
$34K ﹤0.01%
662
+474
1046
$33.7K ﹤0.01%
7,482
+2,018
1047
$33.6K ﹤0.01%
744
-14
1048
$33.6K ﹤0.01%
1,786
+268
1049
$33.6K ﹤0.01%
+668
1050
$33.6K ﹤0.01%
+2,523
40 41
42
43 44