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
1276
$18.2K ﹤0.01%
120
+40
1277
$18.1K ﹤0.01%
58
+4
1278
$18.1K ﹤0.01%
1,070
+1,064
1279
$18.1K ﹤0.01%
343
+6
1280
$18K ﹤0.01%
199
-9
1281
$18K ﹤0.01%
491
1282
$18K ﹤0.01%
268
+12
1283
$18K ﹤0.01%
147
+96
1284
$17.9K ﹤0.01%
67
+6
1285
$17.9K ﹤0.01%
1,849
+152
1286
$17.8K ﹤0.01%
961
+203
1287
$17.8K ﹤0.01%
251
-152
1288
$17.8K ﹤0.01%
768
+740
1289
$17.7K ﹤0.01%
176
+38
1290
$17.7K ﹤0.01%
391
-144
1291
$17.6K ﹤0.01%
1,335
1292
$17.6K ﹤0.01%
593
-12
1293
$17.6K ﹤0.01%
170
+112
1294
$17.6K ﹤0.01%
244
-559
1295
$17.5K ﹤0.01%
3,550
1296
$17.5K ﹤0.01%
947
+775
1297
$17.4K ﹤0.01%
1,145
+404
1298
$17.4K ﹤0.01%
145
+5
1299
$17.4K ﹤0.01%
2,253
1300
$17.3K ﹤0.01%
250
-50
50 51
52
53 54