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
1251
$19.2K ﹤0.01%
3,316
1252
$19.1K ﹤0.01%
887
+36
1253
$19.1K ﹤0.01%
194
+65
1254
$19K ﹤0.01%
156
+46
1255
$18.9K ﹤0.01%
138
-345
1256
$18.9K ﹤0.01%
438
1257
$18.9K ﹤0.01%
356
1258
$18.8K ﹤0.01%
1,608
+365
1259
$18.8K ﹤0.01%
231
1260
$18.8K ﹤0.01%
+238
1261
$18.8K ﹤0.01%
1,127
+544
1262
$18.8K ﹤0.01%
933
+60
1263
$18.8K ﹤0.01%
212
-80
1264
$18.7K ﹤0.01%
301
-98
1265
$18.6K ﹤0.01%
786
+277
1266
$18.5K ﹤0.01%
533
+299
1267
$18.5K ﹤0.01%
675
+442
1268
$18.5K ﹤0.01%
644
1269
$18.5K ﹤0.01%
96
1270
$18.4K ﹤0.01%
500
1271
$18.4K ﹤0.01%
171
+78
1272
$18.4K ﹤0.01%
119
-23
1273
$18.3K ﹤0.01%
98
1274
$18.3K ﹤0.01%
1,897
+1,294
1275
$18.2K ﹤0.01%
1,860
-906
49 50
51
52 53