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
1001
$28.4K ﹤0.01%
943
+265
1002
$28.4K ﹤0.01%
226
+103
1003
$28.4K ﹤0.01%
369
+1
1004
$28.3K ﹤0.01%
+1,435
1005
$28.3K ﹤0.01%
889
-621
1006
$28.3K ﹤0.01%
758
+26
1007
$28.2K ﹤0.01%
428
1008
$28.1K ﹤0.01%
333
+219
1009
$28.1K ﹤0.01%
231
+143
1010
$27.8K ﹤0.01%
1,674
-8,592
1011
$27.7K ﹤0.01%
399
+85
1012
$27.6K ﹤0.01%
1,093
-2,223
1013
$27.6K ﹤0.01%
1,014
+19
1014
$27.5K ﹤0.01%
+1,372
1015
$27.5K ﹤0.01%
697
-119
1016
$27.4K ﹤0.01%
1,458
-122
1017
$27.4K ﹤0.01%
185
+128
1018
$27.3K ﹤0.01%
196
+66
1019
$27.3K ﹤0.01%
1,005
+531
1020
$27.1K ﹤0.01%
882
+353
1021
$27K ﹤0.01%
574
1022
$27K ﹤0.01%
10,695
-869
1023
$26.9K ﹤0.01%
700
+270
1024
$26.9K ﹤0.01%
2,925
1025
$26.8K ﹤0.01%
1,518
+420
39 40
41
42 43