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
1101
$28K ﹤0.01%
1,310
+1,231
1102
$28K ﹤0.01%
5,708
-703
1103
$28K ﹤0.01%
485
+70
1104
$27.9K ﹤0.01%
88
+31
1105
$27.8K ﹤0.01%
333
+196
1106
$27.5K ﹤0.01%
396
1107
$27.5K ﹤0.01%
253
-329
1108
$27.4K ﹤0.01%
514
+26
1109
$27.4K ﹤0.01%
4,939
+1,247
1110
$27.4K ﹤0.01%
2,266
+111
1111
$27.3K ﹤0.01%
243
+27
1112
$27.3K ﹤0.01%
227
+75
1113
$27.3K ﹤0.01%
2,519
-1,021
1114
$27.3K ﹤0.01%
531
-71
1115
$27.2K ﹤0.01%
368
+149
1116
$26.9K ﹤0.01%
1,086
+9
1117
$26.9K ﹤0.01%
7,826
+50
1118
$26.9K ﹤0.01%
1,334
-838
1119
$26.7K ﹤0.01%
745
-1,003
1120
$26.7K ﹤0.01%
293
-46
1121
$26.7K ﹤0.01%
185
+46
1122
$26.6K ﹤0.01%
762
+488
1123
$26.6K ﹤0.01%
11,117
+8,027
1124
$26.6K ﹤0.01%
263
-108
1125
$26K ﹤0.01%
425
-685
43 44
45
46 47