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
751
$58.9K 0.01%
607
+25
752
$58.7K 0.01%
1,472
+30
753
$58.6K 0.01%
1,110
-12
754
$58.5K 0.01%
621
755
$58.2K 0.01%
1,139
-138
756
$57.7K 0.01%
787
-1
757
$57.6K 0.01%
2,500
758
$57.6K 0.01%
442
+16
759
$57K 0.01%
5,247
-322
760
$56.7K 0.01%
394
-1
761
$56.4K 0.01%
927
762
$56.3K 0.01%
5,943
-4,126
763
$56K 0.01%
163
+58
764
$56K 0.01%
517
-2
765
$56K 0.01%
1,465
766
$55.7K 0.01%
244
-12
767
$55.4K 0.01%
50
+17
768
$55.3K 0.01%
583
+73
769
$55.3K 0.01%
803
770
$55K 0.01%
700
771
$54.9K 0.01%
1,589
-33
772
$54.7K 0.01%
637
+6
773
$54.7K 0.01%
222
+10
774
$54.6K 0.01%
1,460
775
$54.5K 0.01%
5,914
+3,013
29 30
31
32 33