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
2301
$1.3K ﹤0.01%
30
2302
$1.3K ﹤0.01%
72
-34
2303
$1.3K ﹤0.01%
43
-19
2304
$1.3K ﹤0.01%
+75
2305
$1.3K ﹤0.01%
+610
2306
$1.3K ﹤0.01%
75
2307
$1.3K ﹤0.01%
26
+14
2308
$1.29K ﹤0.01%
49
2309
$1.29K ﹤0.01%
+17
2310
$1.28K ﹤0.01%
+34
2311
$1.27K ﹤0.01%
16
2312
$1.26K ﹤0.01%
+39
2313
$1.25K ﹤0.01%
12
2314
$1.25K ﹤0.01%
+3
2315
$1.25K ﹤0.01%
21
+6
2316
$1.25K ﹤0.01%
18
-82
2317
$1.24K ﹤0.01%
+33
2318
$1.24K ﹤0.01%
+25
2319
$1.22K ﹤0.01%
+81
2320
$1.22K ﹤0.01%
35
+13
2321
$1.22K ﹤0.01%
25
2322
$1.22K ﹤0.01%
+59
2323
$1.21K ﹤0.01%
+155
2324
$1.21K ﹤0.01%
64
2325
$1.21K ﹤0.01%
+51
91 92
93
94 95