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
1351
$15.7K ﹤0.01%
925
-32
1352
$15.7K ﹤0.01%
4,700
+3,024
1353
$15.7K ﹤0.01%
1,527
1354
$15.6K ﹤0.01%
1,710
1355
$15.6K ﹤0.01%
340
1356
$15.6K ﹤0.01%
143
+114
1357
$15.6K ﹤0.01%
190
+15
1358
$15.6K ﹤0.01%
343
-31
1359
$15.6K ﹤0.01%
825
+53
1360
$15.5K ﹤0.01%
403
+375
1361
$15.5K ﹤0.01%
142
+7
1362
$15.5K ﹤0.01%
769
1363
$15.5K ﹤0.01%
81
-474
1364
$15.5K ﹤0.01%
143
1365
$15.4K ﹤0.01%
304
-236
1366
$15.4K ﹤0.01%
270
+3
1367
$15.4K ﹤0.01%
2,112
+74
1368
$15.4K ﹤0.01%
1,300
1369
$15.3K ﹤0.01%
524
-44
1370
$15.3K ﹤0.01%
472
+20
1371
$15.3K ﹤0.01%
369
+24
1372
$15.3K ﹤0.01%
1,416
+167
1373
$15.2K ﹤0.01%
104
+80
1374
$15.2K ﹤0.01%
222
+157
1375
$15.1K ﹤0.01%
162
53 54
55
56 57