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
1776
$6.09K ﹤0.01%
+83
1777
$6.07K ﹤0.01%
570
-71
1778
$6.05K ﹤0.01%
97
1779
$6.05K ﹤0.01%
70
-52
1780
$6.04K ﹤0.01%
33
+1
1781
$6.03K ﹤0.01%
75
1782
$6.02K ﹤0.01%
57
+49
1783
$6.01K ﹤0.01%
349
-2,261
1784
$6K ﹤0.01%
165
1785
$5.98K ﹤0.01%
275
1786
$5.98K ﹤0.01%
104
-130
1787
$5.98K ﹤0.01%
324
+174
1788
$5.95K ﹤0.01%
24
-5
1789
$5.92K ﹤0.01%
+328
1790
$5.91K ﹤0.01%
67
1791
$5.89K ﹤0.01%
205
-1
1792
$5.89K ﹤0.01%
180
+41
1793
$5.88K ﹤0.01%
44
-9
1794
$5.87K ﹤0.01%
+1,676
1795
$5.87K ﹤0.01%
+295
1796
$5.83K ﹤0.01%
304
1797
$5.8K ﹤0.01%
87
1798
$5.79K ﹤0.01%
349
+272
1799
$5.77K ﹤0.01%
88
1800
$5.75K ﹤0.01%
270
70 71
72
73 74