EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.71B
1-Year Est. Return 22.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.83%
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 10.55%
2 Financials 6.58%
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
1051
$24.6K ﹤0.01%
398
+358
1052
$24.6K ﹤0.01%
1,033
+737
1053
$24.6K ﹤0.01%
1,235
+198
1054
$24.5K ﹤0.01%
261
-2
1055
$24.2K ﹤0.01%
1,027
-350
1056
$24.2K ﹤0.01%
884
-16
1057
$24K ﹤0.01%
4,339
+31
1058
$24K ﹤0.01%
404
+400
1059
$24K ﹤0.01%
930
-47
1060
$23.9K ﹤0.01%
555
+522
1061
$23.8K ﹤0.01%
950
-26
1062
$23.8K ﹤0.01%
925
1063
$23.7K ﹤0.01%
396
1064
$23.6K ﹤0.01%
2,000
1065
$23.6K ﹤0.01%
1,255
+115
1066
$23.4K ﹤0.01%
1,242
-98
1067
$23.3K ﹤0.01%
366
1068
$23.3K ﹤0.01%
1,751
+49
1069
$23.3K ﹤0.01%
693
1070
$23.2K ﹤0.01%
227
-31
1071
$23.2K ﹤0.01%
349
-6
1072
$23.1K ﹤0.01%
581
+511
1073
$23.1K ﹤0.01%
192
-292
1074
$23K ﹤0.01%
312
-240
1075
$23K ﹤0.01%
586
-86
41 42
43
44 45