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
801
$50.4K 0.01%
3,068
802
$50.2K 0.01%
615
+171
803
$50.2K 0.01%
1,102
+9
804
$50.2K 0.01%
500
-446
805
$50.2K 0.01%
153
+26
806
$50.1K 0.01%
620
-16
807
$49.9K 0.01%
1,259
-1
808
$49.8K 0.01%
586
+38
809
$49.6K 0.01%
1,110
+43
810
$49.6K 0.01%
+1,734
811
$49.5K 0.01%
4,494
-302
812
$49.4K 0.01%
39
+5
813
$49.2K 0.01%
1,497
-62
814
$49.1K 0.01%
382
+34
815
$49K 0.01%
1,136
+130
816
$48.9K 0.01%
517
-75
817
$48.8K 0.01%
798
-6
818
$48.8K 0.01%
1,246
+38
819
$48.8K 0.01%
715
+18
820
$48.5K 0.01%
762
-12
821
$48.4K 0.01%
450
822
$48.4K 0.01%
2,322
+751
823
$48.1K 0.01%
355
+7
824
$47.7K 0.01%
1,050
+82
825
$47.7K 0.01%
889
+9
31 32
33
34 35