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
426
$176K 0.02%
749
+288
427
$176K 0.02%
1,170
-23
428
$174K 0.02%
4,283
-200
429
$171K 0.02%
2,271
+221
430
$171K 0.02%
602
+85
431
$170K 0.02%
5,418
+1,056
432
$170K 0.02%
4,567
+9
433
$169K 0.02%
2,110
-3
434
$169K 0.02%
982
+399
435
$168K 0.02%
2,723
+10
436
$167K 0.02%
5,166
-1,329
437
$167K 0.02%
1,628
-48
438
$166K 0.02%
853
+317
439
$166K 0.02%
2,525
-18
440
$165K 0.02%
3,200
-33
441
$164K 0.02%
4,585
-90
442
$164K 0.02%
573
-64
443
$164K 0.02%
11,427
444
$163K 0.02%
2,796
+321
445
$162K 0.02%
532
+13
446
$162K 0.02%
10,774
+1,803
447
$162K 0.02%
1,061
-67
448
$160K 0.02%
412
-25
449
$160K 0.02%
7,146
+1,714
450
$159K 0.02%
1,952
-39
16 17
18
19 20