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
101
$2.29M 0.21%
28,866
+17,311
102
$2.29M 0.21%
3,835
-35
103
$2.27M 0.21%
43,543
+693
104
$2.25M 0.21%
21,739
-65
105
$2.23M 0.2%
27,460
-5,033
106
$2.21M 0.2%
86,622
+4,267
107
$2.18M 0.2%
64,717
-3,577
108
$2.13M 0.2%
31,960
-459
109
$2.02M 0.18%
4,730
-112
110
$1.91M 0.18%
39,320
-1,670
111
$1.88M 0.17%
31,568
-1,121
112
$1.87M 0.17%
6,301
+14
113
$1.86M 0.17%
26,558
+12,478
114
$1.85M 0.17%
10,573
+58
115
$1.81M 0.17%
38,433
+2,609
116
$1.8M 0.17%
3,089
-43
117
$1.8M 0.16%
19,136
+81
118
$1.73M 0.16%
29,652
+7,895
119
$1.72M 0.16%
+19,596
120
$1.71M 0.16%
15,301
-7,266
121
$1.7M 0.16%
28,138
-5
122
$1.7M 0.16%
16,102
-888
123
$1.7M 0.16%
11,727
-10,040
124
$1.68M 0.15%
4,345
-1,730
125
$1.64M 0.15%
3,240
-216
3 4
5
6 7