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
501
$124K 0.01%
4,534
-74
502
$124K 0.01%
1,227
+672
503
$123K 0.01%
469
-2
504
$121K 0.01%
4,408
+1,729
505
$121K 0.01%
732
+3
506
$120K 0.01%
2,620
+4
507
$120K 0.01%
1,102
-5
508
$120K 0.01%
688
+4
509
$120K 0.01%
773
510
$119K 0.01%
9,591
+108
511
$119K 0.01%
969
+14
512
$119K 0.01%
1,721
+41
513
$118K 0.01%
1,021
+34
514
$117K 0.01%
851
+23
515
$117K 0.01%
2,184
-3
516
$117K 0.01%
1,232
517
$116K 0.01%
19,656
+2,500
518
$116K 0.01%
1,610
519
$115K 0.01%
1,178
-96
520
$115K 0.01%
13,825
+330
521
$115K 0.01%
1,578
+7
522
$115K 0.01%
2,442
+666
523
$115K 0.01%
2,127
+853
524
$115K 0.01%
1,949
-1
525
$115K 0.01%
2,808
-1,445
19 20
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