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
401
$196K 0.02%
7,945
+557
402
$195K 0.02%
5,203
+256
403
$194K 0.02%
5,089
+3,472
404
$193K 0.02%
3,189
+131
405
$193K 0.02%
554
+15
406
$191K 0.02%
6,976
+409
407
$191K 0.02%
10,689
408
$190K 0.02%
1,851
409
$190K 0.02%
1,867
-497
410
$189K 0.02%
1,347
-44
411
$189K 0.02%
4,492
-542
412
$189K 0.02%
1,465
-10
413
$188K 0.02%
3,860
-3,142
414
$188K 0.02%
5,587
+277
415
$187K 0.02%
2,758
-46
416
$184K 0.02%
9,476
417
$182K 0.02%
2,713
+347
418
$181K 0.02%
1,005
-30
419
$180K 0.02%
5,361
+146
420
$179K 0.02%
3,281
-227
421
$179K 0.02%
1,809
422
$178K 0.02%
1,406
+565
423
$178K 0.02%
6,219
-2,870
424
$176K 0.02%
4,991
-470
425
$176K 0.02%
2,739
+1,159
15 16
17
18 19