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
1326
$16.4K ﹤0.01%
374
-7
1327
$16.4K ﹤0.01%
282
+50
1328
$16.3K ﹤0.01%
1,068
+374
1329
$16.3K ﹤0.01%
1,273
1330
$16.3K ﹤0.01%
992
1331
$16.3K ﹤0.01%
512
1332
$16.3K ﹤0.01%
213
-108
1333
$16.3K ﹤0.01%
80
+71
1334
$16.3K ﹤0.01%
212
+204
1335
$16.2K ﹤0.01%
803
+118
1336
$16.2K ﹤0.01%
133
+2
1337
$16.1K ﹤0.01%
295
+30
1338
$16.1K ﹤0.01%
872
+184
1339
$16.1K ﹤0.01%
122
+1
1340
$16K ﹤0.01%
827
+488
1341
$16K ﹤0.01%
142
+5
1342
$16K ﹤0.01%
2,529
+375
1343
$16K ﹤0.01%
202
1344
$15.9K ﹤0.01%
550
+2
1345
$15.8K ﹤0.01%
1,045
+904
1346
$15.8K ﹤0.01%
1,069
-385
1347
$15.8K ﹤0.01%
258
+5
1348
$15.8K ﹤0.01%
1,283
-253
1349
$15.8K ﹤0.01%
305
+42
1350
$15.8K ﹤0.01%
88
+3
52 53
54
55 56