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
176
$878K 0.08%
6,440
+4,975
177
$877K 0.08%
8,436
+16
178
$872K 0.08%
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179
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3,831
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180
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17,031
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181
$860K 0.08%
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182
$839K 0.08%
34,654
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183
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4,172
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184
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32,571
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185
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186
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187
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81,715
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188
$798K 0.07%
4,212
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189
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193
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12,314
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194
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6,249
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195
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4,862
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196
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25,902
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197
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-60,696
198
$738K 0.07%
+7,360
199
$738K 0.07%
28,672
+3,568
200
$736K 0.07%
29,600
-1,142
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