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
1526
$10.8K ﹤0.01%
543
+422
1527
$10.8K ﹤0.01%
505
-33
1528
$10.7K ﹤0.01%
98
+16
1529
$10.6K ﹤0.01%
465
1530
$10.6K ﹤0.01%
222
1531
$10.6K ﹤0.01%
280
1532
$10.6K ﹤0.01%
128
-50
1533
$10.5K ﹤0.01%
91
+41
1534
$10.5K ﹤0.01%
124
-126
1535
$10.5K ﹤0.01%
462
1536
$10.5K ﹤0.01%
+155
1537
$10.5K ﹤0.01%
110
-50
1538
$10.5K ﹤0.01%
147
+60
1539
$10.4K ﹤0.01%
+714
1540
$10.4K ﹤0.01%
662
-18
1541
$10.4K ﹤0.01%
701
-14
1542
$10.4K ﹤0.01%
729
+644
1543
$10.4K ﹤0.01%
+32
1544
$10.3K ﹤0.01%
1,450
+645
1545
$10.3K ﹤0.01%
2,500
1546
$10.2K ﹤0.01%
89
-11
1547
$10.2K ﹤0.01%
771
-279
1548
$10.2K ﹤0.01%
147
+116
1549
$10.2K ﹤0.01%
188
1550
$10.1K ﹤0.01%
74
60 61
62
63 64