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
1976
$3.71K ﹤0.01%
+101
1977
$3.69K ﹤0.01%
116
-158
1978
$3.67K ﹤0.01%
57
-17
1979
$3.67K ﹤0.01%
258
1980
$3.66K ﹤0.01%
250
-1,050
1981
$3.64K ﹤0.01%
48
+24
1982
$3.63K ﹤0.01%
+723
1983
$3.63K ﹤0.01%
293
1984
$3.6K ﹤0.01%
186
1985
$3.6K ﹤0.01%
146
1986
$3.59K ﹤0.01%
113
-46
1987
$3.58K ﹤0.01%
184
-3
1988
$3.56K ﹤0.01%
28
-33
1989
$3.56K ﹤0.01%
117
-16
1990
$3.55K ﹤0.01%
56
+1
1991
$3.55K ﹤0.01%
112
+42
1992
$3.52K ﹤0.01%
203
-161
1993
$3.51K ﹤0.01%
105
1994
$3.48K ﹤0.01%
72
+48
1995
$3.46K ﹤0.01%
150
+97
1996
$3.45K ﹤0.01%
152
1997
$3.44K ﹤0.01%
+122
1998
$3.44K ﹤0.01%
+385
1999
$3.44K ﹤0.01%
+247
2000
$3.44K ﹤0.01%
25
-229
78 79
80
81 82