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
1626
$8.62K ﹤0.01%
+430
1627
$8.62K ﹤0.01%
978
1628
$8.6K ﹤0.01%
373
+3
1629
$8.58K ﹤0.01%
339
-44
1630
$8.58K ﹤0.01%
189
+165
1631
$8.56K ﹤0.01%
148
1632
$8.55K ﹤0.01%
83
1633
$8.52K ﹤0.01%
91
+67
1634
$8.48K ﹤0.01%
102
-146
1635
$8.48K ﹤0.01%
181
-160
1636
$8.48K ﹤0.01%
683
1637
$8.48K ﹤0.01%
249
1638
$8.48K ﹤0.01%
786
1639
$8.48K ﹤0.01%
39
+7
1640
$8.45K ﹤0.01%
57
+46
1641
$8.44K ﹤0.01%
497
-106
1642
$8.44K ﹤0.01%
500
1643
$8.43K ﹤0.01%
225
1644
$8.43K ﹤0.01%
452
-3,104
1645
$8.39K ﹤0.01%
113
+10
1646
$8.34K ﹤0.01%
146
1647
$8.33K ﹤0.01%
+247
1648
$8.31K ﹤0.01%
54
+6
1649
$8.3K ﹤0.01%
324
1650
$8.29K ﹤0.01%
584
-83
64 65
66
67 68