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
526
$115K 0.01%
3,472
+86
527
$115K 0.01%
2,498
528
$115K 0.01%
262
529
$114K 0.01%
+2,950
530
$113K 0.01%
5,172
+400
531
$113K 0.01%
259
-1
532
$113K 0.01%
1,379
-161
533
$113K 0.01%
1,772
+32
534
$112K 0.01%
380
+130
535
$112K 0.01%
2,750
536
$111K 0.01%
1,300
+20
537
$111K 0.01%
13,004
+95
538
$111K 0.01%
1,682
+104
539
$111K 0.01%
714
-138
540
$111K 0.01%
1,905
-25
541
$110K 0.01%
1,636
542
$109K 0.01%
1,040
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543
$109K 0.01%
523
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544
$109K 0.01%
794
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545
$109K 0.01%
1,016
+173
546
$109K 0.01%
879
+15
547
$107K 0.01%
1,043
-2
548
$107K 0.01%
1,148
+59
549
$107K 0.01%
1,898
+1,279
550
$107K 0.01%
3,977
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