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
1726
$6.9K ﹤0.01%
260
+206
1727
$6.87K ﹤0.01%
137
-98
1728
$6.87K ﹤0.01%
25
+2
1729
$6.86K ﹤0.01%
756
+73
1730
$6.82K ﹤0.01%
65
-83
1731
$6.8K ﹤0.01%
67
1732
$6.8K ﹤0.01%
38
+20
1733
$6.79K ﹤0.01%
150
+133
1734
$6.78K ﹤0.01%
360
+235
1735
$6.77K ﹤0.01%
257
+7
1736
$6.77K ﹤0.01%
+105
1737
$6.76K ﹤0.01%
347
-92
1738
$6.71K ﹤0.01%
3,760
+3,101
1739
$6.68K ﹤0.01%
+609
1740
$6.67K ﹤0.01%
69
+55
1741
$6.64K ﹤0.01%
277
+22
1742
$6.62K ﹤0.01%
226
+100
1743
$6.62K ﹤0.01%
167
1744
$6.58K ﹤0.01%
117
1745
$6.56K ﹤0.01%
494
+385
1746
$6.54K ﹤0.01%
133
+117
1747
$6.53K ﹤0.01%
1,485
1748
$6.53K ﹤0.01%
+150
1749
$6.52K ﹤0.01%
51
+3
1750
$6.52K ﹤0.01%
303
+146
68 69
70
71 72