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
926
$36.9K ﹤0.01%
+2,411
927
$36.8K ﹤0.01%
3,534
+430
928
$36.6K ﹤0.01%
536
-821
929
$36.5K ﹤0.01%
163
+2
930
$36.4K ﹤0.01%
238
-3
931
$36.2K ﹤0.01%
633
+35
932
$36.2K ﹤0.01%
958
+18
933
$35.9K ﹤0.01%
337
-46
934
$35.7K ﹤0.01%
267
-25
935
$35.4K ﹤0.01%
1,348
936
$35.2K ﹤0.01%
1,666
937
$35K ﹤0.01%
241
938
$34.9K ﹤0.01%
6,411
-4,216
939
$34.9K ﹤0.01%
3,540
+107
940
$34.9K ﹤0.01%
1,371
-279
941
$34.7K ﹤0.01%
1,459
+95
942
$34.6K ﹤0.01%
859
-224
943
$34.5K ﹤0.01%
1,526
-1,350
944
$34.5K ﹤0.01%
208
+32
945
$34.3K ﹤0.01%
+584
946
$34.2K ﹤0.01%
18,092
+2,717
947
$34K ﹤0.01%
3,967
-2,351
948
$33.9K ﹤0.01%
499
-7
949
$33.9K ﹤0.01%
2,990
-632
950
$33.9K ﹤0.01%
815
-1,058
36 37
38
39 40