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
1551
$10.1K ﹤0.01%
51
+41
1552
$10.1K ﹤0.01%
91
+81
1553
$10.1K ﹤0.01%
139
-47
1554
$10K ﹤0.01%
471
+198
1555
$10K ﹤0.01%
502
1556
$9.98K ﹤0.01%
376
-7
1557
$9.97K ﹤0.01%
265
+136
1558
$9.94K ﹤0.01%
194
1559
$9.94K ﹤0.01%
238
+215
1560
$9.93K ﹤0.01%
113
+66
1561
$9.9K ﹤0.01%
100
1562
$9.9K ﹤0.01%
229
+5
1563
$9.9K ﹤0.01%
93
-36
1564
$9.88K ﹤0.01%
677
+66
1565
$9.85K ﹤0.01%
524
-63
1566
$9.76K ﹤0.01%
162
-1
1567
$9.68K ﹤0.01%
40
-48
1568
$9.64K ﹤0.01%
192
1569
$9.63K ﹤0.01%
897
+127
1570
$9.55K ﹤0.01%
200
+75
1571
$9.54K ﹤0.01%
+203
1572
$9.49K ﹤0.01%
93
-118
1573
$9.46K ﹤0.01%
1,410
-25
1574
$9.42K ﹤0.01%
93
+9
1575
$9.41K ﹤0.01%
790
+454
61 62
63
64 65