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
1151
$24.5K ﹤0.01%
1,000
1152
$24.3K ﹤0.01%
59
+4
1153
$24.2K ﹤0.01%
542
+5
1154
$24.2K ﹤0.01%
648
+279
1155
$24.1K ﹤0.01%
95
+29
1156
$24.1K ﹤0.01%
2,091
1157
$23.8K ﹤0.01%
978
-1,178
1158
$23.8K ﹤0.01%
544
+13
1159
$23.8K ﹤0.01%
844
+5
1160
$23.7K ﹤0.01%
193
+31
1161
$23.6K ﹤0.01%
179
1162
$23.6K ﹤0.01%
270
+18
1163
$23.5K ﹤0.01%
1,026
+61
1164
$23.5K ﹤0.01%
642
1165
$23.5K ﹤0.01%
976
+482
1166
$23.5K ﹤0.01%
282
+43
1167
$23.2K ﹤0.01%
412
-311
1168
$23.2K ﹤0.01%
196
-45
1169
$23.2K ﹤0.01%
1,008
+218
1170
$23.1K ﹤0.01%
248
+59
1171
$23.1K ﹤0.01%
978
+14
1172
$23K ﹤0.01%
366
+306
1173
$23K ﹤0.01%
625
+460
1174
$23K ﹤0.01%
3,168
+2,079
1175
$22.9K ﹤0.01%
1,800
45 46
47
48 49