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
76
$3.14M 0.33%
50,176
+4,100
77
$3.11M 0.33%
99,392
+6,101
78
$3M 0.32%
113,978
+47,269
79
$3M 0.32%
74,228
+14,439
80
$2.9M 0.31%
60,474
+10,871
81
$2.65M 0.28%
11,543
-41
82
$2.65M 0.28%
28,490
-8,060
83
$2.57M 0.27%
15,378
+2,572
84
$2.51M 0.27%
47,052
-894
85
$2.5M 0.26%
54,626
-1,585
86
$2.47M 0.26%
46,223
-74
87
$2.47M 0.26%
32,493
-26
88
$2.43M 0.26%
15,235
-538
89
$2.42M 0.26%
21,767
+1,272
90
$2.4M 0.25%
6,355
+4,557
91
$2.36M 0.25%
40,727
+3,098
92
$2.34M 0.25%
67,762
+46,991
93
$2.33M 0.25%
22,567
+2,915
94
$2.27M 0.24%
41,618
-2,708
95
$2.22M 0.24%
43,574
-23,157
96
$2.18M 0.23%
18,602
+1,132
97
$2.17M 0.23%
54,826
+1,964
98
$2.17M 0.23%
20,930
-18,093
99
$2.12M 0.22%
32,689
-3,928
100
$2.1M 0.22%
42,850
+2,832
2 3
4
5 6