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
1176
$17.4K ﹤0.01%
701
+51
1177
$17.4K ﹤0.01%
256
-1
1178
$17.3K ﹤0.01%
1,249
-23
1179
$17.2K ﹤0.01%
243
+22
1180
$17.1K ﹤0.01%
270
1181
$17.1K ﹤0.01%
541
-99
1182
$17.1K ﹤0.01%
785
+283
1183
$17.1K ﹤0.01%
398
+16
1184
$17K ﹤0.01%
772
+108
1185
$17K ﹤0.01%
3,692
+2,597
1186
$17K ﹤0.01%
2,894
-225
1187
$17K ﹤0.01%
221
+34
1188
$16.9K ﹤0.01%
208
-343
1189
$16.9K ﹤0.01%
2,310
-1,087
1190
$16.9K ﹤0.01%
502
-556
1191
$16.9K ﹤0.01%
303
1192
$16.9K ﹤0.01%
1,335
+100
1193
$16.8K ﹤0.01%
98
-22
1194
$16.7K ﹤0.01%
144
1195
$16.7K ﹤0.01%
1,697
-78
1196
$16.7K ﹤0.01%
1,309
-132
1197
$16.6K ﹤0.01%
907
1198
$16.6K ﹤0.01%
2,253
-32
1199
$16.6K ﹤0.01%
211
1200
$16.5K ﹤0.01%
491
46 47
48
49 50