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
2226
$1.64K ﹤0.01%
92
-2,181
2227
$1.63K ﹤0.01%
+35
2228
$1.63K ﹤0.01%
232
2229
$1.63K ﹤0.01%
29
-19
2230
$1.62K ﹤0.01%
49
2231
$1.62K ﹤0.01%
22
2232
$1.61K ﹤0.01%
42
+16
2233
$1.6K ﹤0.01%
476
+324
2234
$1.6K ﹤0.01%
47
-494
2235
$1.6K ﹤0.01%
30
-67
2236
$1.6K ﹤0.01%
+285
2237
$1.6K ﹤0.01%
35
2238
$1.6K ﹤0.01%
+112
2239
$1.59K ﹤0.01%
168
2240
$1.59K ﹤0.01%
98
+49
2241
$1.58K ﹤0.01%
72
-51
2242
$1.57K ﹤0.01%
29
2243
$1.57K ﹤0.01%
+390
2244
$1.57K ﹤0.01%
39
+16
2245
$1.56K ﹤0.01%
58
2246
$1.55K ﹤0.01%
27
+14
2247
$1.55K ﹤0.01%
180
2248
$1.55K ﹤0.01%
+261
2249
$1.55K ﹤0.01%
+39
2250
$1.54K ﹤0.01%
6
+3
88 89
90
91 92