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
876
$42.2K ﹤0.01%
95
+9
877
$42.2K ﹤0.01%
448
+2
878
$42.1K ﹤0.01%
7,773
879
$42K ﹤0.01%
3,123
+78
880
$41.9K ﹤0.01%
919
+529
881
$41.8K ﹤0.01%
938
+8
882
$41.8K ﹤0.01%
211
883
$41.6K ﹤0.01%
155
-12
884
$41.6K ﹤0.01%
642
885
$41.6K ﹤0.01%
176
-48
886
$41.5K ﹤0.01%
244
-52
887
$41.3K ﹤0.01%
4,783
888
$41.3K ﹤0.01%
771
+9
889
$41.3K ﹤0.01%
1,160
-705
890
$41K ﹤0.01%
1,946
+116
891
$40.9K ﹤0.01%
1,959
-3
892
$40.9K ﹤0.01%
958
+26
893
$40.6K ﹤0.01%
446
+28
894
$40.5K ﹤0.01%
820
+8
895
$40.5K ﹤0.01%
564
896
$40.3K ﹤0.01%
1,608
+1,540
897
$40K ﹤0.01%
369
+202
898
$39.9K ﹤0.01%
868
899
$39.8K ﹤0.01%
412
900
$39.7K ﹤0.01%
2,030
+9
34 35
36
37 38