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
1851
$5.11K ﹤0.01%
+195
1852
$5.09K ﹤0.01%
319
+78
1853
$5.07K ﹤0.01%
144
1854
$5.03K ﹤0.01%
118
1855
$5.03K ﹤0.01%
182
1856
$5.02K ﹤0.01%
15
1857
$5.02K ﹤0.01%
54
+27
1858
$5.01K ﹤0.01%
+140
1859
$4.97K ﹤0.01%
2,715
+241
1860
$4.97K ﹤0.01%
67
-22
1861
$4.96K ﹤0.01%
114
-57
1862
$4.96K ﹤0.01%
45
1863
$4.96K ﹤0.01%
142
-244
1864
$4.95K ﹤0.01%
+452
1865
$4.93K ﹤0.01%
+62
1866
$4.92K ﹤0.01%
+47
1867
$4.92K ﹤0.01%
+50
1868
$4.91K ﹤0.01%
87
1869
$4.9K ﹤0.01%
236
+109
1870
$4.9K ﹤0.01%
176
1871
$4.89K ﹤0.01%
+561
1872
$4.89K ﹤0.01%
218
+130
1873
$4.87K ﹤0.01%
+250
1874
$4.83K ﹤0.01%
100
1875
$4.78K ﹤0.01%
20
+18
73 74
75
76 77