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
$943M
AUM Growth
+$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,732
New
Increased
Reduced
Closed

Top Buys

1
+$6M
2
+$5.23M
3
+$4.79M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.71M
5
RWL icon
Invesco S&P 500 Revenue ETF
RWL
+$3.62M

Top Sells

1
+$4.04M
2
+$1.88M
3
+$1.18M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$914K
5
VT icon
Vanguard Total World Stock ETF
VT
+$751K

Sector Composition

1 Technology 10.56%
2 Financials 6.57%
3 Consumer Discretionary 6.45%
4 Industrials 4.63%
5 Healthcare 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$32 ﹤0.01%
5
2477
$31 ﹤0.01%
1
2478
$30 ﹤0.01%
2
2479
$25 ﹤0.01%
2
-55
2480
– –
0
2481
$22 ﹤0.01%
3
2482
$21 ﹤0.01%
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2483
$21 ﹤0.01%
1,800
2484
$12 ﹤0.01%
10
2485
$9 ﹤0.01%
1
2486
– –
-18
2487
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0
2488
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2489
$2 ﹤0.01%
1
-1
2490
$1 ﹤0.01%
15
2491
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0
2492
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-326
2493
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2494
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-10
2495
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2496
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2497
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2498
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-1,000
2499
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-61
2500
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-47
98 99
100
101 102