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
851
$45.1K ﹤0.01%
835
-70
852
$45K ﹤0.01%
16,500
853
$45K ﹤0.01%
1,043
-41
854
$44.9K ﹤0.01%
130
855
$44.8K ﹤0.01%
1,020
+485
856
$44.8K ﹤0.01%
+3,000
857
$44.7K ﹤0.01%
723
-150
858
$44.6K ﹤0.01%
1,540
-15
859
$44.3K ﹤0.01%
1,190
-245
860
$44.2K ﹤0.01%
261
-18
861
$44.1K ﹤0.01%
1,786
+571
862
$43.9K ﹤0.01%
2,156
+359
863
$43.7K ﹤0.01%
370
864
$43.4K ﹤0.01%
900
+10
865
$43.3K ﹤0.01%
1,278
+8
866
$43.3K ﹤0.01%
518
+231
867
$43.1K ﹤0.01%
207
+43
868
$43.1K ﹤0.01%
10,848
+116
869
$43.1K ﹤0.01%
466
-48
870
$43K ﹤0.01%
680
+14
871
$43K ﹤0.01%
965
-28
872
$42.7K ﹤0.01%
620
+126
873
$42.7K ﹤0.01%
6,613
-1,961
874
$42.6K ﹤0.01%
746
+24
875
$42.5K ﹤0.01%
1,000
33 34
35
36 37