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
701
$69.7K 0.01%
3,188
-563
702
$69.6K 0.01%
855
-11
703
$69.5K 0.01%
201
+1
704
$69.1K 0.01%
10,000
705
$68.8K 0.01%
747
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706
$68.6K 0.01%
337
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$67.2K 0.01%
1,202
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$67.1K 0.01%
818
709
$66.8K 0.01%
3,105
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$66.6K 0.01%
551
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711
$66.5K 0.01%
5,044
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712
$66.4K 0.01%
3,013
-8,713
713
$66.3K 0.01%
1,048
-29
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$66.1K 0.01%
888
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715
$66K 0.01%
3,556
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$65.5K 0.01%
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719
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1,717
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329
722
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1,852
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$64.6K 0.01%
1,137
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$64.6K 0.01%
9,151
+1,514
725
$64.3K 0.01%
1,130
+37
27 28
29
30 31