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
376
$222K 0.02%
8,114
-1,561
377
$222K 0.02%
1,040
-24
378
$221K 0.02%
433
+31
379
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671
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380
$220K 0.02%
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+139
381
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15,489
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441
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385
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4,010
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386
$214K 0.02%
782
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387
$213K 0.02%
9,204
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388
$211K 0.02%
433
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389
$208K 0.02%
3,310
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390
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472
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395
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396
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397
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2,781
-1,059
398
$200K 0.02%
10,137
399
$200K 0.02%
10,433
+270
400
$197K 0.02%
494
-94
14 15
16
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