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
2126
$2.27K ﹤0.01%
+30
2127
$2.27K ﹤0.01%
84
+47
2128
$2.26K ﹤0.01%
9
+7
2129
$2.25K ﹤0.01%
16
+10
2130
$2.25K ﹤0.01%
6
+4
2131
$2.21K ﹤0.01%
+54
2132
$2.21K ﹤0.01%
28
2133
$2.19K ﹤0.01%
+103
2134
$2.18K ﹤0.01%
161
2135
$2.17K ﹤0.01%
75
+47
2136
$2.16K ﹤0.01%
849
+396
2137
$2.15K ﹤0.01%
37
+17
2138
$2.13K ﹤0.01%
+79
2139
$2.13K ﹤0.01%
47
-39
2140
$2.13K ﹤0.01%
28
-370
2141
$2.12K ﹤0.01%
+46
2142
$2.1K ﹤0.01%
11
2143
$2.1K ﹤0.01%
17
+9
2144
$2.1K ﹤0.01%
90
+67
2145
$2.08K ﹤0.01%
156
+56
2146
$2.08K ﹤0.01%
209
-1,941
2147
$2.06K ﹤0.01%
+108
2148
$2.06K ﹤0.01%
55
2149
$2.06K ﹤0.01%
312
2150
$2.05K ﹤0.01%
76
+36
84 85
86
87 88