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
1376
$15.1K ﹤0.01%
501
+95
1377
$15.1K ﹤0.01%
156
+44
1378
$15K ﹤0.01%
9,400
+6,900
1379
$15K ﹤0.01%
327
1380
$15K ﹤0.01%
51
+40
1381
$15K ﹤0.01%
136
-52
1382
$15K ﹤0.01%
277
+70
1383
$15K ﹤0.01%
1,041
-129
1384
$15K ﹤0.01%
339
1385
$15K ﹤0.01%
508
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1386
$15K ﹤0.01%
698
1387
$14.9K ﹤0.01%
177
+126
1388
$14.9K ﹤0.01%
150
1389
$14.8K ﹤0.01%
280
+31
1390
$14.8K ﹤0.01%
661
+306
1391
$14.7K ﹤0.01%
256
1392
$14.7K ﹤0.01%
302
+31
1393
$14.7K ﹤0.01%
585
1394
$14.6K ﹤0.01%
+177
1395
$14.5K ﹤0.01%
+583
1396
$14.5K ﹤0.01%
95
+39
1397
$14.4K ﹤0.01%
1,691
1398
$14.4K ﹤0.01%
2,494
+1,010
1399
$14.4K ﹤0.01%
119
+70
1400
$14.4K ﹤0.01%
1,500