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
151
$1.22M 0.11%
12,250
-376
152
$1.22M 0.11%
22,089
+6,685
153
$1.22M 0.11%
12,697
+324
154
$1.11M 0.1%
7,566
+775
155
$1.1M 0.1%
15,309
-26,309
156
$1.09M 0.1%
4,198
+50
157
$1.08M 0.1%
11,538
+558
158
$1.07M 0.1%
11,407
+4,179
159
$1.07M 0.1%
23,151
-1,632
160
$1.06M 0.1%
7,218
+14
161
$1.04M 0.1%
7,059
+442
162
$1.03M 0.09%
858
+8
163
$1.01M 0.09%
17,342
-1,300
164
$995K 0.09%
39,870
+7,131
165
$985K 0.09%
9,099
+877
166
$977K 0.09%
24,279
+21,329
167
$960K 0.09%
6,473
+94
168
$942K 0.09%
7,397
+16
169
$930K 0.09%
4,163
+1,060
170
$921K 0.08%
18,717
+723
171
$920K 0.08%
7,236
+23
172
$914K 0.08%
17,911
+1,384
173
$896K 0.08%
15,890
+228
174
$891K 0.08%
5,401
175
$883K 0.08%
2,149
+69
5 6
7
8 9