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
976
$30K ﹤0.01%
617
+386
977
$30K ﹤0.01%
208
-12
978
$30K ﹤0.01%
194
+3
979
$30K ﹤0.01%
1,055
+156
980
$29.9K ﹤0.01%
312
+274
981
$29.9K ﹤0.01%
286
982
$29.8K ﹤0.01%
5
-1
983
$29.8K ﹤0.01%
414
984
$29.7K ﹤0.01%
500
-11
985
$29.7K ﹤0.01%
3,289
+1,128
986
$29.6K ﹤0.01%
64
-78
987
$29.6K ﹤0.01%
1,167
+281
988
$29.6K ﹤0.01%
2,700
-2,348
989
$29.4K ﹤0.01%
472
+146
990
$29.4K ﹤0.01%
2,150
+583
991
$29.2K ﹤0.01%
396
-24
992
$29.2K ﹤0.01%
5,269
+752
993
$29.2K ﹤0.01%
409
+11
994
$29K ﹤0.01%
389
-222
995
$28.8K ﹤0.01%
589
+5
996
$28.8K ﹤0.01%
1,070
997
$28.8K ﹤0.01%
2,200
998
$28.7K ﹤0.01%
1,414
+1,326
999
$28.6K ﹤0.01%
254
1000
$28.5K ﹤0.01%
887
-43
38 39
40
41 42