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
2151
$2.03K ﹤0.01%
+24
2152
$2.03K ﹤0.01%
40
-104
2153
$2.02K ﹤0.01%
103
-17
2154
$2.02K ﹤0.01%
+240
2155
$2.02K ﹤0.01%
33
+25
2156
$2.02K ﹤0.01%
+200
2157
$2.01K ﹤0.01%
+29
2158
$2.01K ﹤0.01%
+153
2159
$2K ﹤0.01%
54
+42
2160
$2K ﹤0.01%
158
2161
$1.99K ﹤0.01%
+33
2162
$1.98K ﹤0.01%
+15
2163
$1.98K ﹤0.01%
15
-6
2164
$1.98K ﹤0.01%
27
2165
$1.98K ﹤0.01%
12
-2
2166
$1.96K ﹤0.01%
118
-114
2167
$1.95K ﹤0.01%
+50
2168
$1.95K ﹤0.01%
20
2169
$1.94K ﹤0.01%
21
2170
$1.93K ﹤0.01%
302
2171
$1.93K ﹤0.01%
52
2172
$1.92K ﹤0.01%
97
+66
2173
$1.92K ﹤0.01%
85
2174
$1.92K ﹤0.01%
67
-465
2175
$1.91K ﹤0.01%
76
-474
85 86
87
88 89