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
826
$47.6K 0.01%
573
+4
827
$47.6K 0.01%
1,759
-122
828
$47.6K 0.01%
1,007
+169
829
$47.5K 0.01%
7,388
+445
830
$47.4K 0.01%
1,587
+16
831
$47.4K 0.01%
2,029
+935
832
$47.3K 0.01%
1,148
833
$47.3K 0.01%
423
+70
834
$47.1K 0.01%
525
-294
835
$47.1K 0.01%
2,118
836
$47.1K 0.01%
653
+25
837
$47K 0.01%
840
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838
$46.9K 0.01%
2,739
-61
839
$46.1K ﹤0.01%
860
840
$46.1K ﹤0.01%
1,646
+900
841
$46.1K ﹤0.01%
580
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842
$46K ﹤0.01%
500
-1,375
843
$45.7K ﹤0.01%
214
-12
844
$45.7K ﹤0.01%
314
+50
845
$45.7K ﹤0.01%
504
846
$45.7K ﹤0.01%
232
+11
847
$45.6K ﹤0.01%
1,360
848
$45.5K ﹤0.01%
739
-23
849
$45.5K ﹤0.01%
703
+271
850
$45.1K ﹤0.01%
1,086
-26
32 33
34
35 36