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
2451
$705 ﹤0.01%
+130
2452
$703 ﹤0.01%
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2454
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2455
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+1
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+8
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+221
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+4
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$671 ﹤0.01%
8
-8
2460
$668 ﹤0.01%
267
-1,931
2461
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$661 ﹤0.01%
30
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2463
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+182
2464
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12
-3
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$652 ﹤0.01%
+76
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$651 ﹤0.01%
+29
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$647 ﹤0.01%
12
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+118
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+9
2471
$640 ﹤0.01%
+66
2472
$640 ﹤0.01%
+12
2473
$634 ﹤0.01%
16
+1
2474
$623 ﹤0.01%
+16
2475
$623 ﹤0.01%
26
+1
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99
100 101