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
1126
$26K ﹤0.01%
222
-64
1127
$25.9K ﹤0.01%
85
+44
1128
$25.9K ﹤0.01%
415
1129
$25.7K ﹤0.01%
135
-20
1130
$25.7K ﹤0.01%
78
+74
1131
$25.5K ﹤0.01%
528
-27
1132
$25.5K ﹤0.01%
+120
1133
$25.5K ﹤0.01%
341
+8
1134
$25.5K ﹤0.01%
349
1135
$25.3K ﹤0.01%
4,389
+50
1136
$25.3K ﹤0.01%
508
+53
1137
$25.3K ﹤0.01%
327
+13
1138
$25.2K ﹤0.01%
597
-64
1139
$25.1K ﹤0.01%
287
-102
1140
$25.1K ﹤0.01%
1,803
+52
1141
$25.1K ﹤0.01%
879
-71
1142
$25.1K ﹤0.01%
226
-50
1143
$25K ﹤0.01%
237
-618
1144
$24.9K ﹤0.01%
855
+70
1145
$24.9K ﹤0.01%
693
1146
$24.9K ﹤0.01%
499
+466
1147
$24.8K ﹤0.01%
354
-50
1148
$24.7K ﹤0.01%
1,040
1149
$24.6K ﹤0.01%
138
+3
1150
$24.5K ﹤0.01%
1,263
+21
44 45
46
47 48