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
2276
$1.42K ﹤0.01%
38
+9
2277
$1.42K ﹤0.01%
68
2278
$1.42K ﹤0.01%
21
-309
2279
$1.42K ﹤0.01%
+69
2280
$1.4K ﹤0.01%
50
2281
$1.4K ﹤0.01%
315
2282
$1.39K ﹤0.01%
250
2283
$1.39K ﹤0.01%
+32
2284
$1.39K ﹤0.01%
+227
2285
$1.39K ﹤0.01%
17
2286
$1.38K ﹤0.01%
26
+10
2287
$1.38K ﹤0.01%
16
+6
2288
$1.38K ﹤0.01%
+12
2289
$1.37K ﹤0.01%
86
2290
$1.36K ﹤0.01%
153
+148
2291
$1.35K ﹤0.01%
84
+20
2292
$1.35K ﹤0.01%
27
2293
$1.34K ﹤0.01%
+29
2294
$1.34K ﹤0.01%
180
2295
$1.34K ﹤0.01%
+6
2296
$1.33K ﹤0.01%
45
-969
2297
$1.32K ﹤0.01%
649
2298
$1.32K ﹤0.01%
129
2299
$1.32K ﹤0.01%
47
2300
$1.31K ﹤0.01%
+59
90 91
92
93 94