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
2101
$2.51K ﹤0.01%
85
+38
2102
$2.5K ﹤0.01%
620
+166
2103
$2.5K ﹤0.01%
300
-730
2104
$2.48K ﹤0.01%
123
2105
$2.48K ﹤0.01%
170
2106
$2.47K ﹤0.01%
90
-34
2107
$2.47K ﹤0.01%
228
2108
$2.47K ﹤0.01%
42
2109
$2.45K ﹤0.01%
+53
2110
$2.41K ﹤0.01%
25
-2
2111
$2.4K ﹤0.01%
113
-73
2112
$2.4K ﹤0.01%
+80
2113
$2.39K ﹤0.01%
932
2114
$2.38K ﹤0.01%
73
+54
2115
$2.37K ﹤0.01%
81
+1
2116
$2.36K ﹤0.01%
600
2117
$2.36K ﹤0.01%
215
+210
2118
$2.35K ﹤0.01%
426
-177
2119
$2.35K ﹤0.01%
24
2120
$2.35K ﹤0.01%
121
-97
2121
$2.34K ﹤0.01%
54
2122
$2.33K ﹤0.01%
+388
2123
$2.32K ﹤0.01%
279
2124
$2.3K ﹤0.01%
41
+22
2125
$2.29K ﹤0.01%
+140
83 84
85
86 87