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
2026
$3.22K ﹤0.01%
68
+43
2027
$3.21K ﹤0.01%
9
-1
2028
$3.21K ﹤0.01%
11
+7
2029
$3.21K ﹤0.01%
30
+1
2030
$3.2K ﹤0.01%
+77
2031
$3.19K ﹤0.01%
121
+95
2032
$3.16K ﹤0.01%
223
+107
2033
$3.16K ﹤0.01%
+164
2034
$3.14K ﹤0.01%
13
2035
$3.14K ﹤0.01%
+143
2036
$3.11K ﹤0.01%
15
2037
$3.1K ﹤0.01%
100
2038
$3.1K ﹤0.01%
691
+396
2039
$3.09K ﹤0.01%
37
-57
2040
$3.07K ﹤0.01%
36
+20
2041
$3.07K ﹤0.01%
+182
2042
$3.07K ﹤0.01%
17
-18
2043
$3.05K ﹤0.01%
46
+36
2044
$3.04K ﹤0.01%
55
2045
$3.03K ﹤0.01%
82
2046
$3.02K ﹤0.01%
+58
2047
$3.02K ﹤0.01%
54
+50
2048
$3.02K ﹤0.01%
37
-111
2049
$3.02K ﹤0.01%
94
-218
2050
$3.02K ﹤0.01%
48
+6
80 81
82
83 84