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
1751
$6.51K ﹤0.01%
632
+516
1752
$6.46K ﹤0.01%
100
1753
$6.45K ﹤0.01%
56
1754
$6.44K ﹤0.01%
116
-36
1755
$6.42K ﹤0.01%
+33
1756
$6.41K ﹤0.01%
+47
1757
$6.39K ﹤0.01%
+211
1758
$6.38K ﹤0.01%
98
-21
1759
$6.34K ﹤0.01%
2,007
+1,774
1760
$6.33K ﹤0.01%
82
+28
1761
$6.32K ﹤0.01%
277
-82
1762
$6.32K ﹤0.01%
144
1763
$6.31K ﹤0.01%
234
-11
1764
$6.29K ﹤0.01%
+58
1765
$6.26K ﹤0.01%
+155
1766
$6.25K ﹤0.01%
198
+48
1767
$6.24K ﹤0.01%
180
1768
$6.19K ﹤0.01%
745
+563
1769
$6.18K ﹤0.01%
390
1770
$6.18K ﹤0.01%
865
1771
$6.16K ﹤0.01%
202
+40
1772
$6.16K ﹤0.01%
+336
1773
$6.13K ﹤0.01%
19
-9
1774
$6.12K ﹤0.01%
1,360
+42
1775
$6.11K ﹤0.01%
+503
69 70
71
72 73