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
1951
$3.94K ﹤0.01%
443
+382
1952
$3.93K ﹤0.01%
17
+10
1953
$3.92K ﹤0.01%
93
-105
1954
$3.92K ﹤0.01%
100
1955
$3.91K ﹤0.01%
235
-35
1956
$3.91K ﹤0.01%
38
1957
$3.89K ﹤0.01%
75
-10
1958
$3.87K ﹤0.01%
69
+59
1959
$3.85K ﹤0.01%
+247
1960
$3.85K ﹤0.01%
100
1961
$3.84K ﹤0.01%
50
+7
1962
$3.81K ﹤0.01%
87
1963
$3.81K ﹤0.01%
13
-201
1964
$3.79K ﹤0.01%
100
1965
$3.79K ﹤0.01%
32
1966
$3.78K ﹤0.01%
198
1967
$3.76K ﹤0.01%
+741
1968
$3.75K ﹤0.01%
133
1969
$3.73K ﹤0.01%
197
+59
1970
$3.73K ﹤0.01%
73
+57
1971
$3.72K ﹤0.01%
402
+229
1972
$3.72K ﹤0.01%
33
1973
$3.72K ﹤0.01%
74
-7
1974
$3.71K ﹤0.01%
302
1975
$3.71K ﹤0.01%
+60
77 78
79
80 81