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
1926
$4.17K ﹤0.01%
+181
1927
$4.15K ﹤0.01%
57
1928
$4.15K ﹤0.01%
111
-131
1929
$4.14K ﹤0.01%
161
+7
1930
$4.14K ﹤0.01%
88
-815
1931
$4.13K ﹤0.01%
47
1932
$4.12K ﹤0.01%
199
+80
1933
$4.11K ﹤0.01%
98
+66
1934
$4.1K ﹤0.01%
189
+153
1935
$4.09K ﹤0.01%
131
-49
1936
$4.07K ﹤0.01%
+121
1937
$4.06K ﹤0.01%
40
+21
1938
$4.06K ﹤0.01%
114
+64
1939
$4.06K ﹤0.01%
50
1940
$4.04K ﹤0.01%
79
+66
1941
$4.04K ﹤0.01%
+258
1942
$4.04K ﹤0.01%
+918
1943
$4.04K ﹤0.01%
68
-1,726
1944
$4.02K ﹤0.01%
39
+26
1945
$4.01K ﹤0.01%
63
+53
1946
$4.01K ﹤0.01%
24
1947
$4K ﹤0.01%
282
+167
1948
$3.96K ﹤0.01%
450
-300
1949
$3.95K ﹤0.01%
129
+25
1950
$3.95K ﹤0.01%
76
76 77
78
79 80