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
26
$7.71M 0.82%
111,934
+10,285
27
$7.51M 0.8%
250,244
+8,034
28
$7.41M 0.79%
43,952
+1,038
29
$7.21M 0.76%
26,824
+1,786
30
$6.99M 0.74%
2,751
+69
31
$6.87M 0.73%
36,442
+1,331
32
$6.72M 0.71%
15,646
+8,646
33
$6.64M 0.7%
79,940
+4,400
34
$6.52M 0.69%
292,681
+45,878
35
$6.5M 0.69%
46,982
+4,875
36
$6.49M 0.69%
109,491
+9,049
37
$6.38M 0.68%
103,531
+1,762
38
$6.3M 0.67%
298,235
39
$6.28M 0.67%
69,510
+1,778
40
$6.01M 0.64%
19,894
+192
41
$5.71M 0.61%
53,258
+632
42
$5.5M 0.58%
45,921
+2,244
43
$5.4M 0.57%
41,588
+23,757
44
$5.2M 0.55%
97,024
+37,570
45
$4.95M 0.53%
100,229
+11,134
46
$4.93M 0.52%
113,440
+2,470
47
$4.93M 0.52%
99,605
+38,598
48
$4.84M 0.51%
85,157
+242
49
$4.82M 0.51%
61,684
+46,350
50
$4.77M 0.51%
83,388
+18,502
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