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
951
$33.8K ﹤0.01%
3,145
-106
952
$33.6K ﹤0.01%
804
-1,129
953
$33.6K ﹤0.01%
267
+80
954
$33.5K ﹤0.01%
561
-12
955
$33.4K ﹤0.01%
534
+94
956
$33.2K ﹤0.01%
572
+166
957
$32.8K ﹤0.01%
600
-271
958
$32.7K ﹤0.01%
807
-1,037
959
$32.7K ﹤0.01%
330
960
$32.7K ﹤0.01%
602
+31
961
$32.3K ﹤0.01%
964
-117
962
$32.2K ﹤0.01%
1,240
+568
963
$32.1K ﹤0.01%
905
+5
964
$32K ﹤0.01%
916
965
$32K ﹤0.01%
326
+25
966
$31.4K ﹤0.01%
1,728
+384
967
$31K ﹤0.01%
1,261
+1,100
968
$31K ﹤0.01%
1,463
+9
969
$30.9K ﹤0.01%
736
-264
970
$30.9K ﹤0.01%
155
+116
971
$30.5K ﹤0.01%
4,028
972
$30.5K ﹤0.01%
978
+177
973
$30.5K ﹤0.01%
213
+11
974
$30.5K ﹤0.01%
62
+13
975
$30.2K ﹤0.01%
371
37 38
39
40 41