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
1401
$14.3K ﹤0.01%
2,656
+253
1402
$14.3K ﹤0.01%
2,940
1403
$14.3K ﹤0.01%
85
+49
1404
$14.2K ﹤0.01%
566
-527
1405
$14.2K ﹤0.01%
368
+255
1406
$14.2K ﹤0.01%
429
+167
1407
$14.1K ﹤0.01%
628
-57
1408
$14.1K ﹤0.01%
674
+410
1409
$14.1K ﹤0.01%
1,800
1410
$14K ﹤0.01%
+100
1411
$13.8K ﹤0.01%
103
+79
1412
$13.8K ﹤0.01%
499
+341
1413
$13.8K ﹤0.01%
252
+5
1414
$13.8K ﹤0.01%
852
+345
1415
$13.8K ﹤0.01%
258
+11
1416
$13.7K ﹤0.01%
277
-95
1417
$13.7K ﹤0.01%
405
+198
1418
$13.7K ﹤0.01%
649
1419
$13.6K ﹤0.01%
380
+274
1420
$13.5K ﹤0.01%
9
1421
$13.5K ﹤0.01%
577
+454
1422
$13.5K ﹤0.01%
488
+294
1423
$13.5K ﹤0.01%
135
+112
1424
$13.4K ﹤0.01%
325
+77
1425
$13.4K ﹤0.01%
+100
55 56
57
58 59