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
1601
$8.96K ﹤0.01%
321
+110
1602
$8.95K ﹤0.01%
1,036
+386
1603
$8.93K ﹤0.01%
+186
1604
$8.93K ﹤0.01%
329
+148
1605
$8.93K ﹤0.01%
111
-2
1606
$8.92K ﹤0.01%
270
+41
1607
$8.91K ﹤0.01%
130
+106
1608
$8.91K ﹤0.01%
94
-14
1609
$8.89K ﹤0.01%
584
-6
1610
$8.89K ﹤0.01%
300
+265
1611
$8.89K ﹤0.01%
43
+36
1612
$8.88K ﹤0.01%
1,308
-59
1613
$8.87K ﹤0.01%
38
+29
1614
$8.86K ﹤0.01%
463
+241
1615
$8.86K ﹤0.01%
142
1616
$8.85K ﹤0.01%
86
+5
1617
$8.83K ﹤0.01%
300
1618
$8.78K ﹤0.01%
110
-27
1619
$8.76K ﹤0.01%
31
-172
1620
$8.74K ﹤0.01%
535
+306
1621
$8.72K ﹤0.01%
337
1622
$8.69K ﹤0.01%
43
+4
1623
$8.65K ﹤0.01%
750
1624
$8.64K ﹤0.01%
140
-16
1625
$8.63K ﹤0.01%
114
-4,507
63 64
65
66 67