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
1901
$4.51K ﹤0.01%
13
1902
$4.48K ﹤0.01%
525
+389
1903
$4.47K ﹤0.01%
49
1904
$4.44K ﹤0.01%
62
+30
1905
$4.44K ﹤0.01%
234
1906
$4.43K ﹤0.01%
+921
1907
$4.41K ﹤0.01%
162
+116
1908
$4.38K ﹤0.01%
+910
1909
$4.36K ﹤0.01%
250
1910
$4.35K ﹤0.01%
+418
1911
$4.33K ﹤0.01%
+327
1912
$4.32K ﹤0.01%
102
+60
1913
$4.32K ﹤0.01%
57
-11
1914
$4.31K ﹤0.01%
25
+15
1915
$4.3K ﹤0.01%
648
1916
$4.3K ﹤0.01%
159
1917
$4.29K ﹤0.01%
155
+50
1918
$4.29K ﹤0.01%
678
+349
1919
$4.23K ﹤0.01%
119
+78
1920
$4.22K ﹤0.01%
1,085
1921
$4.19K ﹤0.01%
46
1922
$4.19K ﹤0.01%
180
-336
1923
$4.19K ﹤0.01%
22
+3
1924
$4.17K ﹤0.01%
52
1925
$4.17K ﹤0.01%
135
75 76
77
78 79