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
1651
$8.28K ﹤0.01%
775
1652
$8.22K ﹤0.01%
244
1653
$8.16K ﹤0.01%
334
+50
1654
$8.16K ﹤0.01%
2,092
+1,678
1655
$8.14K ﹤0.01%
73
+51
1656
$8.1K ﹤0.01%
348
+103
1657
$8.08K ﹤0.01%
319
-178
1658
$8.07K ﹤0.01%
713
1659
$8.07K ﹤0.01%
545
-158
1660
$8.07K ﹤0.01%
737
+437
1661
$8.06K ﹤0.01%
374
-431
1662
$8.05K ﹤0.01%
103
-7
1663
$8.03K ﹤0.01%
298
1664
$7.97K ﹤0.01%
26
-7
1665
$7.97K ﹤0.01%
270
+30
1666
$7.94K ﹤0.01%
+103
1667
$7.94K ﹤0.01%
254
+5
1668
$7.9K ﹤0.01%
580
+120
1669
$7.89K ﹤0.01%
85
1670
$7.87K ﹤0.01%
431
+256
1671
$7.83K ﹤0.01%
63
1672
$7.81K ﹤0.01%
325
1673
$7.81K ﹤0.01%
202
-605
1674
$7.8K ﹤0.01%
78
+35
1675
$7.79K ﹤0.01%
211
65 66
67
68 69