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
551
$106K 0.01%
646
+13
552
$106K 0.01%
3,945
+197
553
$106K 0.01%
1,254
-360
554
$105K 0.01%
1,313
+754
555
$105K 0.01%
980
-4
556
$104K 0.01%
1,103
+95
557
$104K 0.01%
3,371
-4
558
$104K 0.01%
2,360
-2
559
$104K 0.01%
10,900
-550
560
$103K 0.01%
1,450
561
$102K 0.01%
1,936
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562
$101K 0.01%
555
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563
$101K 0.01%
754
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564
$100K 0.01%
807
-12
565
$100K 0.01%
1,447
566
$100K 0.01%
1,096
567
$100K 0.01%
1,516
+18
568
$99.7K 0.01%
789
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569
$99.5K 0.01%
+1,184
570
$99.2K 0.01%
1,351
-59
571
$99K 0.01%
5,699
-19
572
$98.1K 0.01%
1,233
-12
573
$97.4K 0.01%
12,192
-1,075
574
$96.3K 0.01%
745
+236
575
$95.8K 0.01%
2,820
21 22
23
24 25