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
1126
$20K ﹤0.01%
964
-568
1127
$19.9K ﹤0.01%
497
+34
1128
$19.9K ﹤0.01%
1,086
-1,581
1129
$19.8K ﹤0.01%
1,446
+167
1130
$19.7K ﹤0.01%
537
1131
$19.7K ﹤0.01%
532
-11
1132
$19.6K ﹤0.01%
965
+929
1133
$19.6K ﹤0.01%
486
-98
1134
$19.6K ﹤0.01%
300
+178
1135
$19.5K ﹤0.01%
1,533
+333
1136
$19.4K ﹤0.01%
252
+52
1137
$19.3K ﹤0.01%
2,325
1138
$19.2K ﹤0.01%
70
+22
1139
$19.2K ﹤0.01%
455
-49
1140
$19.2K ﹤0.01%
701
1141
$19.1K ﹤0.01%
2,155
1142
$19K ﹤0.01%
3,550
1143
$18.9K ﹤0.01%
189
+5
1144
$18.9K ﹤0.01%
1,300
1145
$18.9K ﹤0.01%
+1,421
1146
$18.9K ﹤0.01%
757
1147
$18.9K ﹤0.01%
88
-30
1148
$18.8K ﹤0.01%
1,454
-866
1149
$18.7K ﹤0.01%
158
+10
1150
$18.7K ﹤0.01%
188
+45
44 45
46
47 48