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
901
$39.4K ﹤0.01%
394
-256
902
$39.4K ﹤0.01%
216
-6
903
$39.3K ﹤0.01%
1,854
-24
904
$39.2K ﹤0.01%
677
+23
905
$39.1K ﹤0.01%
723
-58
906
$39.1K ﹤0.01%
903
+24
907
$39K ﹤0.01%
3,046
-184
908
$39K ﹤0.01%
195
-102
909
$39K ﹤0.01%
2,246
+1,110
910
$38.9K ﹤0.01%
2,273
+1,357
911
$38.9K ﹤0.01%
876
+8
912
$38.6K ﹤0.01%
1,085
913
$38.5K ﹤0.01%
4,109
-283
914
$38.1K ﹤0.01%
676
-147
915
$37.9K ﹤0.01%
457
916
$37.9K ﹤0.01%
2,172
917
$37.8K ﹤0.01%
1,668
+113
918
$37.7K ﹤0.01%
1,843
919
$37.5K ﹤0.01%
147
+4
920
$37.4K ﹤0.01%
2,338
-50
921
$37.3K ﹤0.01%
2,610
-1,913
922
$37.1K ﹤0.01%
5,169
923
$37.1K ﹤0.01%
359
-39
924
$37K ﹤0.01%
896
-256
925
$37K ﹤0.01%
4,155
35 36
37
38 39