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
451
$158K 0.02%
3,693
+43
452
$158K 0.02%
3,736
+372
453
$158K 0.02%
801
-79
454
$157K 0.02%
4,671
+85
455
$157K 0.02%
4,552
-538
456
$155K 0.02%
1,389
+47
457
$155K 0.02%
1,238
+1
458
$155K 0.02%
1,063
+3
459
$154K 0.02%
667
-8
460
$154K 0.02%
730
461
$153K 0.02%
1,407
-21
462
$153K 0.02%
4,227
+843
463
$152K 0.02%
687
+42
464
$151K 0.02%
8,964
+1,284
465
$151K 0.02%
312
+56
466
$150K 0.02%
4,546
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467
$148K 0.02%
1,618
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468
$148K 0.02%
3,592
-1,577
469
$148K 0.02%
1,890
+11
470
$147K 0.02%
175
-23
471
$146K 0.02%
721
+113
472
$146K 0.02%
2,480
-1,009
473
$145K 0.02%
591
-7
474
$144K 0.02%
1,680
+42
475
$143K 0.02%
2,051
-68
17 18
19
20 21