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
1051
$33.5K ﹤0.01%
1,227
+526
1052
$33.4K ﹤0.01%
823
+126
1053
$33.3K ﹤0.01%
340
-178
1054
$33.3K ﹤0.01%
+1,183
1055
$33.1K ﹤0.01%
401
-13
1056
$32.9K ﹤0.01%
1,479
+16
1057
$32.9K ﹤0.01%
+1,000
1058
$32.6K ﹤0.01%
6,756
+5,098
1059
$32.5K ﹤0.01%
4,028
1060
$32.5K ﹤0.01%
1,794
+1,143
1061
$32.3K ﹤0.01%
1,060
+823
1062
$32.1K ﹤0.01%
1,681
+117
1063
$32.1K ﹤0.01%
205
+177
1064
$32K ﹤0.01%
1,128
+517
1065
$31.8K ﹤0.01%
308
+16
1066
$31.7K ﹤0.01%
914
+471
1067
$31.7K ﹤0.01%
198
-33
1068
$31.6K ﹤0.01%
1,640
+65
1069
$31.6K ﹤0.01%
597
-139
1070
$31.6K ﹤0.01%
340
+100
1071
$31.4K ﹤0.01%
3,648
+2,082
1072
$31.3K ﹤0.01%
1,470
+331
1073
$31.3K ﹤0.01%
1,449
-394
1074
$31.3K ﹤0.01%
1,484
-2,460
1075
$31.3K ﹤0.01%
181
-13
41 42
43
44 45