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
626
$85.7K 0.01%
3,944
+1,434
627
$85.1K 0.01%
1,794
-72
628
$85K 0.01%
724
-27
629
$85K 0.01%
1,094
-344
630
$84.8K 0.01%
800
631
$84.8K 0.01%
1,894
+58
632
$84.3K 0.01%
7,500
-37
633
$84K 0.01%
7,312
+437
634
$83.8K 0.01%
7,222
+6,862
635
$83.7K 0.01%
1,064
+4
636
$83.3K 0.01%
6,955
+1
637
$83K 0.01%
509
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638
$83K 0.01%
8,141
-749
639
$82.9K 0.01%
3,226
-480
640
$82.4K 0.01%
571
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641
$82.2K 0.01%
997
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642
$82.2K 0.01%
1,295
+414
643
$81.8K 0.01%
404
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644
$80.7K 0.01%
390
-33
645
$80.6K 0.01%
27,800
646
$80.5K 0.01%
387
+61
647
$80.3K 0.01%
1,975
+155
648
$80.1K 0.01%
936
-58
649
$79.8K 0.01%
1,036
-37
650
$79.7K 0.01%
2,315
+288
24 25
26
27 28