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
1501
$11.3K ﹤0.01%
185
-68
1502
$11.3K ﹤0.01%
800
-107
1503
$11.2K ﹤0.01%
104
+50
1504
$11.2K ﹤0.01%
85
1505
$11.2K ﹤0.01%
210
+107
1506
$11.2K ﹤0.01%
1,760
+986
1507
$11.2K ﹤0.01%
1,034
-432
1508
$11.1K ﹤0.01%
356
+214
1509
$11.1K ﹤0.01%
542
+159
1510
$11K ﹤0.01%
475
-63
1511
$11K ﹤0.01%
309
-261
1512
$11K ﹤0.01%
480
-161
1513
$11K ﹤0.01%
37
-31
1514
$11K ﹤0.01%
770
+112
1515
$11K ﹤0.01%
22
-32
1516
$11K ﹤0.01%
1,808
+1,218
1517
$11K ﹤0.01%
489
-77
1518
$11K ﹤0.01%
1,379
+379
1519
$10.9K ﹤0.01%
73
-56
1520
$10.9K ﹤0.01%
127
+1
1521
$10.9K ﹤0.01%
68
+26
1522
$10.9K ﹤0.01%
147
-15
1523
$10.8K ﹤0.01%
+320
1524
$10.8K ﹤0.01%
681
1525
$10.8K ﹤0.01%
75
+8
59 60
61
62 63