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
1076
$31.2K ﹤0.01%
82
+20
1077
$31.1K ﹤0.01%
466
-68
1078
$31.1K ﹤0.01%
1,434
-1
1079
$31K ﹤0.01%
968
+143
1080
$30.9K ﹤0.01%
+381
1081
$30.8K ﹤0.01%
574
1082
$30.5K ﹤0.01%
2,939
+2,937
1083
$30.5K ﹤0.01%
322
+56
1084
$30.2K ﹤0.01%
1,018
-670
1085
$30.2K ﹤0.01%
1,240
1086
$29.9K ﹤0.01%
290
-214
1087
$29.7K ﹤0.01%
1,833
+271
1088
$29.6K ﹤0.01%
836
-48
1089
$29.5K ﹤0.01%
233
+171
1090
$29.5K ﹤0.01%
849
-33
1091
$29.3K ﹤0.01%
+1,063
1092
$29.3K ﹤0.01%
261
-7
1093
$29.2K ﹤0.01%
1,565
+310
1094
$29.1K ﹤0.01%
2,200
1095
$28.9K ﹤0.01%
610
+336
1096
$28.9K ﹤0.01%
2,661
-1,306
1097
$28.6K ﹤0.01%
731
+8
1098
$28.3K ﹤0.01%
352
+109
1099
$28.1K ﹤0.01%
951
-903
1100
$28.1K ﹤0.01%
1,099
-136
42 43
44
45 46