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
1301
$17.3K ﹤0.01%
1,996
-1,293
1302
$17.3K ﹤0.01%
92
-44
1303
$17.2K ﹤0.01%
481
-5
1304
$17.2K ﹤0.01%
340
1305
$17.2K ﹤0.01%
752
+324
1306
$17.1K ﹤0.01%
956
+77
1307
$17.1K ﹤0.01%
594
+133
1308
$17.1K ﹤0.01%
325
1309
$17K ﹤0.01%
989
+596
1310
$17K ﹤0.01%
1,200
-333
1311
$17K ﹤0.01%
400
1312
$17K ﹤0.01%
523
1313
$16.9K ﹤0.01%
+559
1314
$16.9K ﹤0.01%
2,468
-8
1315
$16.9K ﹤0.01%
104
-210
1316
$16.8K ﹤0.01%
51
-19
1317
$16.8K ﹤0.01%
321
1318
$16.7K ﹤0.01%
14
+9
1319
$16.7K ﹤0.01%
2,123
+1,001
1320
$16.6K ﹤0.01%
233
+74
1321
$16.6K ﹤0.01%
785
1322
$16.6K ﹤0.01%
1,049
1323
$16.5K ﹤0.01%
425
1324
$16.5K ﹤0.01%
2,556
+2,467
1325
$16.4K ﹤0.01%
792
-936
51 52
53
54 55