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
2201
$1.75K ﹤0.01%
67
2202
$1.74K ﹤0.01%
69
-145
2203
$1.73K ﹤0.01%
60
+20
2204
$1.73K ﹤0.01%
20
+12
2205
$1.73K ﹤0.01%
25
-79
2206
$1.73K ﹤0.01%
48
-7
2207
$1.72K ﹤0.01%
6
+3
2208
$1.71K ﹤0.01%
+529
2209
$1.71K ﹤0.01%
+62
2210
$1.71K ﹤0.01%
27
+8
2211
$1.7K ﹤0.01%
38
-22
2212
$1.7K ﹤0.01%
36
2213
$1.7K ﹤0.01%
852
2214
$1.69K ﹤0.01%
+117
2215
$1.68K ﹤0.01%
131
+130
2216
$1.68K ﹤0.01%
+64
2217
$1.68K ﹤0.01%
28
2218
$1.67K ﹤0.01%
148
-85
2219
$1.67K ﹤0.01%
20
2220
$1.66K ﹤0.01%
+134
2221
$1.65K ﹤0.01%
1,095
2222
$1.65K ﹤0.01%
94
2223
$1.65K ﹤0.01%
25
2224
$1.64K ﹤0.01%
+116
2225
$1.64K ﹤0.01%
298
+119
87 88
89
90 91