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
1026
$26.7K ﹤0.01%
7,776
-162
1027
$26.6K ﹤0.01%
198
1028
$26.6K ﹤0.01%
723
+167
1029
$26.6K ﹤0.01%
1,562
+322
1030
$26.3K ﹤0.01%
535
+19
1031
$26.3K ﹤0.01%
1,575
+64
1032
$26.2K ﹤0.01%
885
1033
$26.1K ﹤0.01%
2,766
-435
1034
$25.9K ﹤0.01%
661
1035
$25.9K ﹤0.01%
1,318
+608
1036
$25.8K ﹤0.01%
1,077
+904
1037
$25.7K ﹤0.01%
372
-288
1038
$25.7K ﹤0.01%
241
+1
1039
$25.3K ﹤0.01%
339
1040
$25.2K ﹤0.01%
1,046
-2,499
1041
$25.2K ﹤0.01%
250
+165
1042
$25.1K ﹤0.01%
549
-58
1043
$25.1K ﹤0.01%
1,467
+100
1044
$25K ﹤0.01%
825
-446
1045
$25K ﹤0.01%
642
1046
$25K ﹤0.01%
540
+330
1047
$24.9K ﹤0.01%
268
-19
1048
$24.9K ﹤0.01%
1,119
+845
1049
$24.8K ﹤0.01%
2,037
-155
1050
$24.8K ﹤0.01%
670
-232
40 41
42
43 44