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
2426
$848 ﹤0.01%
5
-3
2427
$823 ﹤0.01%
+65
2428
$822 ﹤0.01%
56
+31
2429
$817 ﹤0.01%
+20
2430
$808 ﹤0.01%
46
2431
$808 ﹤0.01%
+15
2432
$795 ﹤0.01%
+10
2433
$772 ﹤0.01%
28
2434
$771 ﹤0.01%
50
2435
$766 ﹤0.01%
53
+14
2436
$761 ﹤0.01%
30
2437
$760 ﹤0.01%
+198
2438
$760 ﹤0.01%
+256
2439
$759 ﹤0.01%
+53
2440
$753 ﹤0.01%
+54
2441
$747 ﹤0.01%
15
-85
2442
$742 ﹤0.01%
+6
2443
$741 ﹤0.01%
10
2444
$733 ﹤0.01%
21
+10
2445
$730 ﹤0.01%
500
2446
$727 ﹤0.01%
212
-216
2447
$719 ﹤0.01%
1,250
-1,194
2448
$717 ﹤0.01%
57
-26
2449
$712 ﹤0.01%
+46
2450
$707 ﹤0.01%
+16
96 97
98
99 100