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
1201
$21.7K ﹤0.01%
608
+262
1202
$21.7K ﹤0.01%
555
-62
1203
$21.6K ﹤0.01%
270
1204
$21.4K ﹤0.01%
278
+265
1205
$21.4K ﹤0.01%
590
+153
1206
$21.3K ﹤0.01%
104
-3
1207
$21.3K ﹤0.01%
1,203
+759
1208
$21.2K ﹤0.01%
263
+100
1209
$20.9K ﹤0.01%
567
+420
1210
$20.8K ﹤0.01%
676
+383
1211
$20.8K ﹤0.01%
963
-1,066
1212
$20.8K ﹤0.01%
+435
1213
$20.8K ﹤0.01%
144
1214
$20.7K ﹤0.01%
450
-136
1215
$20.7K ﹤0.01%
223
+150
1216
$20.7K ﹤0.01%
94
+48
1217
$20.7K ﹤0.01%
3,094
+200
1218
$20.6K ﹤0.01%
701
1219
$20.6K ﹤0.01%
710
+8
1220
$20.6K ﹤0.01%
2,925
1221
$20.5K ﹤0.01%
142
+70
1222
$20.5K ﹤0.01%
614
+44
1223
$20.5K ﹤0.01%
1,350
1224
$20.4K ﹤0.01%
635
-252
1225
$20.3K ﹤0.01%
2,924
+599
47 48
49
50 51