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
51
$4.75M 0.5%
65,708
+12,861
52
$4.66M 0.49%
43,333
-260
53
$4.65M 0.49%
8,226
+121
54
$4.55M 0.48%
135,180
+3,736
55
$4.45M 0.47%
12,713
+305
56
$4.45M 0.47%
674,961
+8,695
57
$4.39M 0.47%
65,489
+13,807
58
$4.36M 0.46%
49,258
+1,186
59
$4.31M 0.46%
17,207
+3,540
60
$4.3M 0.46%
126,347
-463
61
$4.26M 0.45%
91,425
62
$4.26M 0.45%
14,175
+281
63
$4.07M 0.43%
17,947
-679
64
$4.03M 0.43%
39,698
-751
65
$3.88M 0.41%
26,749
-755
66
$3.86M 0.41%
77,872
+138
67
$3.78M 0.4%
51,589
+2,072
68
$3.6M 0.38%
8,422
+1,939
69
$3.58M 0.38%
151,644
-14,649
70
$3.57M 0.38%
27,274
-473
71
$3.55M 0.38%
34,466
+1,225
72
$3.5M 0.37%
13,219
+734
73
$3.42M 0.36%
104,856
-39
74
$3.17M 0.34%
27,576
-2,263
75
$3.16M 0.34%
124,388
-1,435
1 2
3
4 5