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
126
$1.64M 0.15%
57,149
+38,702
127
$1.63M 0.15%
3,101
+200
128
$1.63M 0.15%
3
129
$1.62M 0.15%
45,810
+6,602
130
$1.61M 0.15%
15,268
+14,647
131
$1.6M 0.15%
6,094
+414
132
$1.6M 0.15%
65,371
+2,609
133
$1.59M 0.15%
18,207
-3,844
134
$1.54M 0.14%
8,045
-38,756
135
$1.52M 0.14%
64,800
+63,775
136
$1.51M 0.14%
9,162
+1,244
137
$1.5M 0.14%
27,005
+1,190
138
$1.49M 0.14%
4,252
+223
139
$1.49M 0.14%
11,940
+11,931
140
$1.46M 0.13%
31,490
-41
141
$1.43M 0.13%
47,984
+5,495
142
$1.41M 0.13%
12,995
+2,165
143
$1.39M 0.13%
20,162
+658
144
$1.38M 0.13%
8,808
-1,016
145
$1.35M 0.12%
4,450
+166
146
$1.32M 0.12%
25,763
+6,937
147
$1.32M 0.12%
7,765
-199
148
$1.31M 0.12%
5,964
-136
149
$1.26M 0.12%
11,924
+179
150
$1.23M 0.11%
28,006
+59
4 5
6
7 8