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
2401
$972 ﹤0.01%
30
2402
$971 ﹤0.01%
36
+21
2403
$971 ﹤0.01%
257
-114
2404
$961 ﹤0.01%
+157
2405
$961 ﹤0.01%
+439
2406
$954 ﹤0.01%
+492
2407
$950 ﹤0.01%
+25
2408
$944 ﹤0.01%
+382
2409
$941 ﹤0.01%
+14
2410
$937 ﹤0.01%
23
2411
$937 ﹤0.01%
+337
2412
$929 ﹤0.01%
24
+7
2413
$920 ﹤0.01%
90
-10
2414
$917 ﹤0.01%
14
2415
$917 ﹤0.01%
+31
2416
$903 ﹤0.01%
49
2417
$901 ﹤0.01%
+31
2418
$885 ﹤0.01%
79
+15
2419
$882 ﹤0.01%
104
+28
2420
$875 ﹤0.01%
29
2421
$869 ﹤0.01%
35
+2
2422
$861 ﹤0.01%
29
2423
$859 ﹤0.01%
93
-58
2424
$855 ﹤0.01%
55
-321
2425
$855 ﹤0.01%
+57
95 96
97
98 99