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
776
$54.4K 0.01%
1,272
-195
777
$54.1K 0.01%
578
-147
778
$54K 0.01%
3,550
+1,300
779
$53.4K 0.01%
518
-13
780
$52.9K 0.01%
3,630
+3,276
781
$52.7K 0.01%
995
+55
782
$52.7K 0.01%
741
-8
783
$52.7K 0.01%
1,688
-193
784
$52.5K 0.01%
1,396
-16
785
$52.5K 0.01%
2,425
-1,058
786
$52.3K 0.01%
177
787
$52.1K 0.01%
2,958
+2,310
788
$52.1K 0.01%
547
+28
789
$52.1K 0.01%
2,121
+1,635
790
$52.1K 0.01%
915
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791
$51.8K 0.01%
203
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792
$51.8K 0.01%
2,618
793
$51.7K 0.01%
2,263
+27
794
$51.6K 0.01%
474
-23
795
$51.4K 0.01%
2,110
-117
796
$51.3K 0.01%
873
+9
797
$51.3K 0.01%
702
-10
798
$50.6K 0.01%
1,885
+78
799
$50.5K 0.01%
8,186
-126
800
$50.5K 0.01%
255
+1
30 31
32
33 34