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
1676
$7.78K ﹤0.01%
+837
1677
$7.78K ﹤0.01%
200
1678
$7.77K ﹤0.01%
124
+77
1679
$7.77K ﹤0.01%
39
1680
$7.75K ﹤0.01%
94
1681
$7.72K ﹤0.01%
182
-70
1682
$7.72K ﹤0.01%
263
+226
1683
$7.7K ﹤0.01%
579
+8
1684
$7.69K ﹤0.01%
92
+25
1685
$7.63K ﹤0.01%
114
1686
$7.57K ﹤0.01%
331
1687
$7.56K ﹤0.01%
76
-45
1688
$7.55K ﹤0.01%
651
-186
1689
$7.51K ﹤0.01%
228
1690
$7.5K ﹤0.01%
231
+135
1691
$7.48K ﹤0.01%
253
+243
1692
$7.46K ﹤0.01%
190
+149
1693
$7.45K ﹤0.01%
240
1694
$7.44K ﹤0.01%
357
-90
1695
$7.43K ﹤0.01%
259
+251
1696
$7.41K ﹤0.01%
765
+414
1697
$7.38K ﹤0.01%
240
-67
1698
$7.37K ﹤0.01%
62
+43
1699
$7.37K ﹤0.01%
201
-33
1700
$7.33K ﹤0.01%
74
-10
66 67
68
69 70