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
1226
$20.2K ﹤0.01%
2,175
-580
1227
$20.2K ﹤0.01%
81
-13
1228
$20.2K ﹤0.01%
1,450
-55
1229
$20.1K ﹤0.01%
508
+301
1230
$20.1K ﹤0.01%
908
1231
$19.9K ﹤0.01%
186
+71
1232
$19.9K ﹤0.01%
127
-69
1233
$19.9K ﹤0.01%
164
+6
1234
$19.8K ﹤0.01%
189
+2
1235
$19.8K ﹤0.01%
140
-58
1236
$19.7K ﹤0.01%
925
1237
$19.7K ﹤0.01%
185
+35
1238
$19.6K ﹤0.01%
250
+59
1239
$19.6K ﹤0.01%
321
+13
1240
$19.6K ﹤0.01%
2,000
1241
$19.6K ﹤0.01%
259
1242
$19.5K ﹤0.01%
+488
1243
$19.4K ﹤0.01%
488
-9
1244
$19.4K ﹤0.01%
1,001
-457
1245
$19.4K ﹤0.01%
610
+145
1246
$19.3K ﹤0.01%
244
+39
1247
$19.3K ﹤0.01%
+2,195
1248
$19.2K ﹤0.01%
937
+13
1249
$19.2K ﹤0.01%
62
-68
1250
$19.2K ﹤0.01%
445
+36
48 49
50
51 52