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
726
$64.3K 0.01%
448
727
$64.2K 0.01%
1,080
-21
728
$64.2K 0.01%
1,985
729
$64K 0.01%
1,931
+41
730
$63.9K 0.01%
5,813
-134
731
$63.8K 0.01%
1,218
-4,135
732
$63.8K 0.01%
8,480
-824
733
$63.5K 0.01%
4,822
+281
734
$63.4K 0.01%
2,880
+25
735
$62.9K 0.01%
350
736
$62.6K 0.01%
12,888
+4,411
737
$62.6K 0.01%
627
+43
738
$61.9K 0.01%
3,085
+225
739
$61.6K 0.01%
1,492
740
$61.6K 0.01%
483
+345
741
$61K 0.01%
359
+8
742
$61K 0.01%
1,539
+4
743
$60.7K 0.01%
3,663
-1,421
744
$60.4K 0.01%
805
-887
745
$60.4K 0.01%
655
+158
746
$60.3K 0.01%
1,027
+52
747
$59.8K 0.01%
369
-4
748
$59.4K 0.01%
419
749
$59.2K 0.01%
1,126
+20
750
$59.1K 0.01%
582
+10
28 29
30
31 32