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
1476
$12K ﹤0.01%
+670
1477
$12K ﹤0.01%
881
+760
1478
$12K ﹤0.01%
524
+49
1479
$11.9K ﹤0.01%
133
-88
1480
$11.9K ﹤0.01%
862
-1,175
1481
$11.9K ﹤0.01%
821
-488
1482
$11.9K ﹤0.01%
392
+2
1483
$11.9K ﹤0.01%
242
-48
1484
$11.8K ﹤0.01%
308
+289
1485
$11.8K ﹤0.01%
802
+37
1486
$11.8K ﹤0.01%
178
+175
1487
$11.8K ﹤0.01%
60
+37
1488
$11.8K ﹤0.01%
209
1489
$11.8K ﹤0.01%
925
1490
$11.7K ﹤0.01%
165
+5
1491
$11.7K ﹤0.01%
1,090
1492
$11.7K ﹤0.01%
406
+350
1493
$11.6K ﹤0.01%
641
+50
1494
$11.6K ﹤0.01%
234
-868
1495
$11.5K ﹤0.01%
1,111
+777
1496
$11.5K ﹤0.01%
182
+173
1497
$11.5K ﹤0.01%
305
+288
1498
$11.4K ﹤0.01%
508
+94
1499
$11.4K ﹤0.01%
562
+29
1500
$11.4K ﹤0.01%
167
+60
58 59
60
61 62