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
1801
$5.72K ﹤0.01%
163
1802
$5.72K ﹤0.01%
244
-303
1803
$5.7K ﹤0.01%
50
1804
$5.7K ﹤0.01%
505
1805
$5.69K ﹤0.01%
377
+22
1806
$5.69K ﹤0.01%
606
-135
1807
$5.66K ﹤0.01%
257
-500
1808
$5.66K ﹤0.01%
1,252
1809
$5.63K ﹤0.01%
956
1810
$5.63K ﹤0.01%
+184
1811
$5.62K ﹤0.01%
77
+3
1812
$5.6K ﹤0.01%
243
1813
$5.58K ﹤0.01%
113
+2
1814
$5.58K ﹤0.01%
83
1815
$5.55K ﹤0.01%
+320
1816
$5.54K ﹤0.01%
258
+42
1817
$5.53K ﹤0.01%
247
-43
1818
$5.48K ﹤0.01%
900
-50
1819
$5.48K ﹤0.01%
178
+59
1820
$5.48K ﹤0.01%
+50
1821
$5.45K ﹤0.01%
59
+26
1822
$5.44K ﹤0.01%
166
1823
$5.43K ﹤0.01%
363
-95
1824
$5.41K ﹤0.01%
159
-244
1825
$5.38K ﹤0.01%
76
-115
71 72
73
74 75