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
2251
$1.54K ﹤0.01%
42
-145
2252
$1.53K ﹤0.01%
+36
2253
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+38
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146
2255
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+25
2257
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20
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2258
$1.49K ﹤0.01%
7
-5
2259
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-105
2260
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+50
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72
+60
2263
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100
2264
$1.48K ﹤0.01%
+61
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$1.46K ﹤0.01%
199
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+147
2267
$1.46K ﹤0.01%
35
2268
$1.45K ﹤0.01%
18
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2269
$1.45K ﹤0.01%
100
2270
$1.45K ﹤0.01%
40
-31
2271
$1.44K ﹤0.01%
+18
2272
$1.44K ﹤0.01%
8
-31
2273
$1.43K ﹤0.01%
43
-3
2274
$1.43K ﹤0.01%
+44
2275
$1.43K ﹤0.01%
296
-354
89 90
91
92 93