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
1701
$7.31K ﹤0.01%
259
1702
$7.3K ﹤0.01%
272
+239
1703
$7.3K ﹤0.01%
+120
1704
$7.23K ﹤0.01%
1,399
1705
$7.2K ﹤0.01%
724
-421
1706
$7.2K ﹤0.01%
188
1707
$7.2K ﹤0.01%
+35
1708
$7.19K ﹤0.01%
424
+360
1709
$7.18K ﹤0.01%
152
+123
1710
$7.16K ﹤0.01%
+140
1711
$7.14K ﹤0.01%
134
+21
1712
$7.08K ﹤0.01%
642
1713
$7.06K ﹤0.01%
113
+34
1714
$7.04K ﹤0.01%
345
1715
$7.04K ﹤0.01%
781
-296
1716
$7.02K ﹤0.01%
97
+1
1717
$7.01K ﹤0.01%
27
-2
1718
$7.01K ﹤0.01%
365
+241
1719
$6.99K ﹤0.01%
128
+8
1720
$6.96K ﹤0.01%
1,209
+341
1721
$6.96K ﹤0.01%
+871
1722
$6.95K ﹤0.01%
662
+522
1723
$6.95K ﹤0.01%
79
1724
$6.92K ﹤0.01%
185
+5
1725
$6.92K ﹤0.01%
141
-1
67 68
69
70 71