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
576
$95.7K 0.01%
980
577
$95.7K 0.01%
1,527
578
$95.6K 0.01%
3,285
-270
579
$95.3K 0.01%
254
+2
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$95.1K 0.01%
2,570
+277
581
$95.1K 0.01%
2,489
+40
582
$95K 0.01%
1,097
-127
583
$94.4K 0.01%
5,852
+337
584
$94.3K 0.01%
719
-36
585
$93.9K 0.01%
7,010
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586
$93.9K 0.01%
972
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$93.6K 0.01%
1,195
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588
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295
+3
589
$93.2K 0.01%
527
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592
$92.4K 0.01%
4,076
593
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19,527
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$92.3K 0.01%
4,768
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$92.1K 0.01%
815
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596
$92K 0.01%
617
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597
$91.9K 0.01%
3,944
-313
598
$91.8K 0.01%
650
+1
599
$91.4K 0.01%
2,628
600
$91.3K 0.01%
758
-209
22 23
24
25 26