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
601
$91.3K 0.01%
5,540
+760
602
$90.9K 0.01%
533
-3
603
$90.8K 0.01%
2,204
+36
604
$90.7K 0.01%
973
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$90.4K 0.01%
9,733
+54
606
$89.8K 0.01%
1,118
+969
607
$89.7K 0.01%
65
608
$89.1K 0.01%
725
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609
$89.1K 0.01%
1,995
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610
$89K 0.01%
13,303
-283
611
$88.5K 0.01%
2,800
+384
612
$88.5K 0.01%
3,777
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$88.3K 0.01%
1,749
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614
$88.1K 0.01%
327
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615
$88K 0.01%
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616
$87.9K 0.01%
5,163
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$87.8K 0.01%
1,659
+18
618
$87.8K 0.01%
2,444
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619
$87.7K 0.01%
322
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620
$87K 0.01%
1,898
-14
621
$86.9K 0.01%
3,247
-107
622
$86.7K 0.01%
1,183
+20
623
$86.6K 0.01%
233
+1
624
$86K 0.01%
1,784
-27
625
$85.7K 0.01%
764
-59
23 24
25
26 27