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
2326
$1.21K ﹤0.01%
+15
2327
$1.21K ﹤0.01%
3
2328
$1.21K ﹤0.01%
+41
2329
$1.21K ﹤0.01%
31
-2
2330
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+132
2331
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7
2332
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$1.2K ﹤0.01%
+38
2334
$1.19K ﹤0.01%
55
-10
2335
$1.19K ﹤0.01%
+19
2336
$1.19K ﹤0.01%
95
2337
$1.18K ﹤0.01%
8
-2
2338
$1.18K ﹤0.01%
7
2339
$1.18K ﹤0.01%
192
+88
2340
$1.17K ﹤0.01%
22
-2
2341
$1.16K ﹤0.01%
26
-5
2342
$1.16K ﹤0.01%
+7
2343
$1.16K ﹤0.01%
+5
2344
$1.16K ﹤0.01%
33
-196
2345
$1.15K ﹤0.01%
+80
2346
$1.15K ﹤0.01%
+64
2347
$1.15K ﹤0.01%
28
2348
$1.15K ﹤0.01%
22
2349
$1.14K ﹤0.01%
+47
2350
$1.14K ﹤0.01%
20
92 93
94
95 96