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
1101
$21.3K ﹤0.01%
1,564
-35
1102
$21.3K ﹤0.01%
209
1103
$21.3K ﹤0.01%
228
+137
1104
$21.3K ﹤0.01%
216
-17
1105
$21.3K ﹤0.01%
839
+80
1106
$21.2K ﹤0.01%
235
1107
$21.2K ﹤0.01%
355
-339
1108
$21.1K ﹤0.01%
135
1109
$21K ﹤0.01%
532
1110
$20.9K ﹤0.01%
266
-12
1111
$20.9K ﹤0.01%
441
+4
1112
$20.8K ﹤0.01%
55
+6
1113
$20.8K ﹤0.01%
488
+11
1114
$20.7K ﹤0.01%
1,350
1115
$20.5K ﹤0.01%
814
+75
1116
$20.5K ﹤0.01%
276
1117
$20.5K ﹤0.01%
270
-299
1118
$20.4K ﹤0.01%
142
-4
1119
$20.3K ﹤0.01%
224
+19
1120
$20.3K ﹤0.01%
415
+191
1121
$20.3K ﹤0.01%
896
1122
$20.2K ﹤0.01%
333
-84
1123
$20.1K ﹤0.01%
1,505
1124
$20K ﹤0.01%
1,139
-27
1125
$20K ﹤0.01%
314
+1
43 44
45
46 47