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
201
$732K 0.07%
11,271
+10,051
202
$722K 0.07%
9,813
+2,747
203
$716K 0.07%
5,193
-4
204
$711K 0.07%
14,080
+645
205
$710K 0.07%
20,703
+1,879
206
$700K 0.06%
2,367
-20
207
$697K 0.06%
1,312
-61
208
$691K 0.06%
6,586
-333
209
$678K 0.06%
12,131
+7,598
210
$676K 0.06%
17,979
-3,587
211
$675K 0.06%
3,034
+687
212
$661K 0.06%
9,394
+6,655
213
$657K 0.06%
27,162
-12,094
214
$654K 0.06%
28,691
-11,235
215
$636K 0.06%
7,041
-3,595
216
$634K 0.06%
12,274
-210
217
$630K 0.06%
10,697
+925
218
$627K 0.06%
22,157
+245
219
$627K 0.06%
7,450
+1,212
220
$627K 0.06%
4,707
+57
221
$626K 0.06%
12,266
+399
222
$626K 0.06%
3,980
+141
223
$616K 0.06%
4,741
-48
224
$610K 0.06%
10,785
-8,680
225
$601K 0.06%
5,129
-12
7 8
9
10 11