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
2176
$1.91K ﹤0.01%
87
2177
$1.89K ﹤0.01%
36
-5
2178
$1.87K ﹤0.01%
+257
2179
$1.87K ﹤0.01%
+40
2180
$1.87K ﹤0.01%
60
+37
2181
$1.87K ﹤0.01%
19
2182
$1.87K ﹤0.01%
55
2183
$1.86K ﹤0.01%
18
-72
2184
$1.86K ﹤0.01%
30
2185
$1.84K ﹤0.01%
126
+29
2186
$1.84K ﹤0.01%
23
-7
2187
$1.83K ﹤0.01%
300
-820
2188
$1.83K ﹤0.01%
+373
2189
$1.82K ﹤0.01%
50
+1
2190
$1.81K ﹤0.01%
276
-410
2191
$1.8K ﹤0.01%
102
-19
2192
$1.79K ﹤0.01%
89
2193
$1.79K ﹤0.01%
+83
2194
$1.78K ﹤0.01%
84
-737
2195
$1.78K ﹤0.01%
107
-65
2196
$1.78K ﹤0.01%
+300
2197
$1.75K ﹤0.01%
21
2198
$1.75K ﹤0.01%
45
-43
2199
$1.75K ﹤0.01%
23
2200
$1.75K ﹤0.01%
2
86 87
88
89 90