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
1576
$9.37K ﹤0.01%
+63
1577
$9.35K ﹤0.01%
142
+44
1578
$9.34K ﹤0.01%
691
1579
$9.32K ﹤0.01%
356
+155
1580
$9.31K ﹤0.01%
493
+167
1581
$9.29K ﹤0.01%
692
+518
1582
$9.27K ﹤0.01%
2,000
1583
$9.22K ﹤0.01%
500
1584
$9.21K ﹤0.01%
96
+62
1585
$9.21K ﹤0.01%
574
1586
$9.2K ﹤0.01%
1,369
+259
1587
$9.17K ﹤0.01%
139
+29
1588
$9.15K ﹤0.01%
830
1589
$9.14K ﹤0.01%
327
+251
1590
$9.11K ﹤0.01%
1,087
+109
1591
$9.09K ﹤0.01%
255
-28
1592
$9.08K ﹤0.01%
325
-89
1593
$9.07K ﹤0.01%
75
+37
1594
$9.06K ﹤0.01%
+455
1595
$9.06K ﹤0.01%
299
1596
$9.04K ﹤0.01%
339
+159
1597
$9.03K ﹤0.01%
285
1598
$9.03K ﹤0.01%
356
-151
1599
$9K ﹤0.01%
302
-117
1600
$8.99K ﹤0.01%
122
-580
62 63
64
65 66