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
1076
$23K ﹤0.01%
114
+21
1077
$23K ﹤0.01%
436
-124
1078
$22.9K ﹤0.01%
617
-115
1079
$22.8K ﹤0.01%
1,040
1080
$22.7K ﹤0.01%
242
+152
1081
$22.5K ﹤0.01%
292
-150
1082
$22.4K ﹤0.01%
120
+13
1083
$22.3K ﹤0.01%
403
+29
1084
$22.2K ﹤0.01%
54
+1
1085
$22.2K ﹤0.01%
179
-63
1086
$22.1K ﹤0.01%
1,432
+167
1087
$22.1K ﹤0.01%
443
-8
1088
$22.1K ﹤0.01%
321
1089
$22.1K ﹤0.01%
415
+25
1090
$22K ﹤0.01%
5,464
+130
1091
$21.8K ﹤0.01%
908
1092
$21.7K ﹤0.01%
136
1093
$21.6K ﹤0.01%
292
1094
$21.6K ﹤0.01%
290
-14
1095
$21.5K ﹤0.01%
2,091
1096
$21.4K ﹤0.01%
245
+182
1097
$21.4K ﹤0.01%
+531
1098
$21.4K ﹤0.01%
1,000
1099
$21.3K ﹤0.01%
130
1100
$21.3K ﹤0.01%
139
-201
42 43
44
45 46