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
1826
$5.38K ﹤0.01%
293
-445
1827
$5.37K ﹤0.01%
+123
1828
$5.36K ﹤0.01%
227
+150
1829
$5.34K ﹤0.01%
301
+188
1830
$5.33K ﹤0.01%
688
+487
1831
$5.33K ﹤0.01%
25
+17
1832
$5.33K ﹤0.01%
+387
1833
$5.33K ﹤0.01%
128
-28
1834
$5.32K ﹤0.01%
87
+54
1835
$5.31K ﹤0.01%
129
+108
1836
$5.24K ﹤0.01%
207
+120
1837
$5.22K ﹤0.01%
422
-54
1838
$5.21K ﹤0.01%
379
-138
1839
$5.19K ﹤0.01%
64
1840
$5.19K ﹤0.01%
579
+209
1841
$5.19K ﹤0.01%
159
-205
1842
$5.18K ﹤0.01%
400
1843
$5.17K ﹤0.01%
500
1844
$5.17K ﹤0.01%
93
-44
1845
$5.15K ﹤0.01%
+786
1846
$5.15K ﹤0.01%
64
-1,000
1847
$5.14K ﹤0.01%
1,577
+922
1848
$5.13K ﹤0.01%
42
+7
1849
$5.13K ﹤0.01%
+119
1850
$5.12K ﹤0.01%
153
+137
72 73
74
75 76