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
1426
$13.4K ﹤0.01%
109
+18
1427
$13.4K ﹤0.01%
66
1428
$13.4K ﹤0.01%
572
+86
1429
$13.4K ﹤0.01%
120
+11
1430
$13.4K ﹤0.01%
241
+105
1431
$13.3K ﹤0.01%
1,003
+918
1432
$13.3K ﹤0.01%
1,052
+111
1433
$13.3K ﹤0.01%
550
-117
1434
$13.2K ﹤0.01%
84
1435
$13.1K ﹤0.01%
801
+39
1436
$13.1K ﹤0.01%
787
1437
$13.1K ﹤0.01%
561
1438
$13.1K ﹤0.01%
103
+35
1439
$13K ﹤0.01%
158
+20
1440
$13K ﹤0.01%
212
+130
1441
$12.9K ﹤0.01%
86
1442
$12.9K ﹤0.01%
166
+100
1443
$12.9K ﹤0.01%
253
+61
1444
$12.9K ﹤0.01%
+452
1445
$12.8K ﹤0.01%
399
+304
1446
$12.8K ﹤0.01%
288
+180
1447
$12.8K ﹤0.01%
1,075
1448
$12.8K ﹤0.01%
112
+16
1449
$12.8K ﹤0.01%
464
-115
1450
$12.8K ﹤0.01%
187
+7