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
351
$257K 0.03%
2,630
+22
352
$257K 0.03%
3,987
+1,428
353
$250K 0.03%
481
-20
354
$248K 0.03%
1,240
+59
355
$247K 0.03%
1,502
+130
356
$246K 0.03%
2,225
+1,308
357
$244K 0.03%
3,835
+15
358
$241K 0.03%
1,964
-53
359
$240K 0.03%
3,535
360
$239K 0.03%
466
+53
361
$236K 0.03%
3,465
+127
362
$233K 0.02%
7,568
+101
363
$231K 0.02%
792
+91
364
$231K 0.02%
28,729
+617
365
$231K 0.02%
3,084
+85
366
$229K 0.02%
9,088
-160
367
$229K 0.02%
2,641
+7
368
$229K 0.02%
6,032
+1,230
369
$228K 0.02%
4,533
-2,362
370
$227K 0.02%
6,793
-157
371
$227K 0.02%
6,081
+161
372
$226K 0.02%
6,067
-195
373
$225K 0.02%
1,145
+62
374
$224K 0.02%
487
+51
375
$223K 0.02%
4,026
+905
13 14
15
16 17