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
1176
$22.8K ﹤0.01%
106
+36
1177
$22.8K ﹤0.01%
532
1178
$22.8K ﹤0.01%
816
+2
1179
$22.6K ﹤0.01%
500
-500
1180
$22.6K ﹤0.01%
383
-15
1181
$22.6K ﹤0.01%
378
-171
1182
$22.6K ﹤0.01%
867
+344
1183
$22.5K ﹤0.01%
124
+115
1184
$22.5K ﹤0.01%
291
-21
1185
$22.5K ﹤0.01%
427
-14
1186
$22.5K ﹤0.01%
733
+417
1187
$22.4K ﹤0.01%
155
1188
$22.4K ﹤0.01%
493
+142
1189
$22.4K ﹤0.01%
2,106
1190
$22.4K ﹤0.01%
1,567
+135
1191
$22.4K ﹤0.01%
1,151
+646
1192
$22.3K ﹤0.01%
351
+146
1193
$22.2K ﹤0.01%
207
-3,712
1194
$22.1K ﹤0.01%
+242
1195
$22K ﹤0.01%
102
-18
1196
$22K ﹤0.01%
261
+193
1197
$22K ﹤0.01%
169
-40
1198
$22K ﹤0.01%
181
+60
1199
$21.9K ﹤0.01%
237
+1
1200
$21.9K ﹤0.01%
235
46 47
48
49 50