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
2001
$3.43K ﹤0.01%
270
2002
$3.43K ﹤0.01%
+101
2003
$3.4K ﹤0.01%
51
2004
$3.39K ﹤0.01%
127
-1,287
2005
$3.38K ﹤0.01%
93
+65
2006
$3.38K ﹤0.01%
558
-1,176
2007
$3.37K ﹤0.01%
62
2008
$3.36K ﹤0.01%
86
2009
$3.36K ﹤0.01%
218
2010
$3.35K ﹤0.01%
275
+41
2011
$3.34K ﹤0.01%
117
+5
2012
$3.33K ﹤0.01%
52
+35
2013
$3.32K ﹤0.01%
53
+27
2014
$3.31K ﹤0.01%
59
+44
2015
$3.31K ﹤0.01%
17
+14
2016
$3.31K ﹤0.01%
843
-491
2017
$3.29K ﹤0.01%
+386
2018
$3.29K ﹤0.01%
365
2019
$3.28K ﹤0.01%
6
+2
2020
$3.28K ﹤0.01%
+959
2021
$3.28K ﹤0.01%
95
+54
2022
$3.28K ﹤0.01%
199
+41
2023
$3.25K ﹤0.01%
60
-18
2024
$3.23K ﹤0.01%
724
-1,543
2025
$3.22K ﹤0.01%
31
-363
79 80
81
82 83