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
2051
$3K ﹤0.01%
28
+8
2052
$2.99K ﹤0.01%
200
2053
$2.99K ﹤0.01%
14
-15
2054
$2.98K ﹤0.01%
96
2055
$2.98K ﹤0.01%
263
2056
$2.97K ﹤0.01%
+70
2057
$2.95K ﹤0.01%
41
2058
$2.93K ﹤0.01%
125
2059
$2.93K ﹤0.01%
95
-52
2060
$2.92K ﹤0.01%
86
-84
2061
$2.92K ﹤0.01%
+166
2062
$2.92K ﹤0.01%
65
-37
2063
$2.92K ﹤0.01%
14
-2
2064
$2.9K ﹤0.01%
77
2065
$2.9K ﹤0.01%
128
+53
2066
$2.89K ﹤0.01%
92
2067
$2.85K ﹤0.01%
20
2068
$2.85K ﹤0.01%
+521
2069
$2.85K ﹤0.01%
10
2070
$2.84K ﹤0.01%
+463
2071
$2.82K ﹤0.01%
+61
2072
$2.82K ﹤0.01%
931
2073
$2.81K ﹤0.01%
42
+9
2074
$2.81K ﹤0.01%
120
-86
2075
$2.8K ﹤0.01%
20
-2
81 82
83
84 85