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
2376
$1.06K ﹤0.01%
44
+1
2377
$1.06K ﹤0.01%
+31
2378
$1.06K ﹤0.01%
15
-351
2379
$1.06K ﹤0.01%
12
+1
2380
$1.05K ﹤0.01%
41
+23
2381
$1.05K ﹤0.01%
11
-217
2382
$1.04K ﹤0.01%
+85
2383
$1.04K ﹤0.01%
42
2384
$1.04K ﹤0.01%
13
2385
$1.04K ﹤0.01%
100
2386
$1.04K ﹤0.01%
32
2387
$1.03K ﹤0.01%
+54
2388
$1.01K ﹤0.01%
44
2389
$1.01K ﹤0.01%
76
+38
2390
$1.01K ﹤0.01%
46
2391
$1.01K ﹤0.01%
+666
2392
$1K ﹤0.01%
115
2393
$1K ﹤0.01%
+57
2394
$1K ﹤0.01%
+218
2395
$998 ﹤0.01%
42
2396
$989 ﹤0.01%
12
2397
$987 ﹤0.01%
13
-36
2398
$981 ﹤0.01%
201
+114
2399
$976 ﹤0.01%
50
2400
$972 ﹤0.01%
49
-902
94 95
96
97 98