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
2351
$1.14K ﹤0.01%
34
2352
$1.14K ﹤0.01%
101
+47
2353
$1.13K ﹤0.01%
27
2354
$1.12K ﹤0.01%
11
2355
$1.12K ﹤0.01%
+2
2356
$1.12K ﹤0.01%
38
2357
$1.11K ﹤0.01%
79
2358
$1.11K ﹤0.01%
+198
2359
$1.11K ﹤0.01%
+175
2360
$1.1K ﹤0.01%
39
2361
$1.1K ﹤0.01%
+468
2362
$1.1K ﹤0.01%
+20
2363
$1.09K ﹤0.01%
+73
2364
$1.09K ﹤0.01%
40
2365
$1.09K ﹤0.01%
26
-88
2366
$1.09K ﹤0.01%
40
2367
$1.09K ﹤0.01%
97
-85
2368
$1.08K ﹤0.01%
34
-9
2369
$1.08K ﹤0.01%
+131
2370
$1.08K ﹤0.01%
+106
2371
$1.08K ﹤0.01%
146
-29
2372
$1.08K ﹤0.01%
+267
2373
$1.08K ﹤0.01%
17
-17
2374
$1.07K ﹤0.01%
63
+4
2375
$1.07K ﹤0.01%
+59
93 94
95
96 97