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
2076
$2.79K ﹤0.01%
75
-45
2077
$2.77K ﹤0.01%
+131
2078
$2.74K ﹤0.01%
87
+58
2079
$2.74K ﹤0.01%
100
2080
$2.73K ﹤0.01%
389
+140
2081
$2.72K ﹤0.01%
190
2082
$2.71K ﹤0.01%
306
+109
2083
$2.71K ﹤0.01%
20
2084
$2.7K ﹤0.01%
47
2085
$2.69K ﹤0.01%
138
2086
$2.69K ﹤0.01%
185
-10
2087
$2.68K ﹤0.01%
8
2088
$2.67K ﹤0.01%
44
-48
2089
$2.65K ﹤0.01%
31
+6
2090
$2.62K ﹤0.01%
+264
2091
$2.6K ﹤0.01%
114
-3
2092
$2.59K ﹤0.01%
103
-485
2093
$2.59K ﹤0.01%
28
+5
2094
$2.58K ﹤0.01%
174
+100
2095
$2.57K ﹤0.01%
16
+5
2096
$2.56K ﹤0.01%
+52
2097
$2.56K ﹤0.01%
212
-102
2098
$2.55K ﹤0.01%
+682
2099
$2.53K ﹤0.01%
235
2100
$2.52K ﹤0.01%
397
+152
82 83
84
85 86