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
1451
$12.7K ﹤0.01%
1,842
1452
$12.7K ﹤0.01%
232
-54
1453
$12.7K ﹤0.01%
+302
1454
$12.7K ﹤0.01%
200
-1,749
1455
$12.6K ﹤0.01%
456
1456
$12.5K ﹤0.01%
2,229
+1,713
1457
$12.5K ﹤0.01%
144
1458
$12.5K ﹤0.01%
383
+190
1459
$12.5K ﹤0.01%
115
+25
1460
$12.5K ﹤0.01%
252
+31
1461
$12.5K ﹤0.01%
635
+75
1462
$12.5K ﹤0.01%
199
+10
1463
$12.4K ﹤0.01%
341
-905
1464
$12.4K ﹤0.01%
158
+106
1465
$12.4K ﹤0.01%
1,139
1466
$12.3K ﹤0.01%
201
-3
1467
$12.3K ﹤0.01%
193
1468
$12.3K ﹤0.01%
534
1469
$12.3K ﹤0.01%
585
1470
$12.3K ﹤0.01%
101
+46
1471
$12.3K ﹤0.01%
298
+126
1472
$12.2K ﹤0.01%
194
+164
1473
$12.2K ﹤0.01%
338
+130
1474
$12.1K ﹤0.01%
531
1475
$12.1K ﹤0.01%
82
+7
57 58
59
60 61