EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.71B
1-Year Est. Return 22.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.83%
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 10.55%
2 Financials 6.58%
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
676
$74K 0.01%
876
677
$74K 0.01%
127
678
$73.5K 0.01%
2,008
-135
679
$73.4K 0.01%
2,117
-50
680
$73.3K 0.01%
2,164
+42
681
$73.2K 0.01%
1,220
-109
682
$73.2K 0.01%
1,265
683
$72.9K 0.01%
850
+371
684
$72.5K 0.01%
2,677
+4
685
$72.4K 0.01%
688
+291
686
$72K 0.01%
1,248
-20
687
$72K 0.01%
992
+8
688
$71.8K 0.01%
1,748
-2,000
689
$71.6K 0.01%
613
+16
690
$71.6K 0.01%
972
+9
691
$71.2K 0.01%
820
+66
692
$71.1K 0.01%
508
+59
693
$70.8K 0.01%
2,152
-413
694
$70.6K 0.01%
2,576
+134
695
$70.4K 0.01%
354
+22
696
$70.4K 0.01%
2,295
+149
697
$70.2K 0.01%
1,026
+1
698
$70.2K 0.01%
319
+64
699
$69.9K 0.01%
304
+7
700
$69.7K 0.01%
2,279
-256
26 27
28
29 30