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
1201
$16.5K ﹤0.01%
129
1202
$16.4K ﹤0.01%
644
1203
$16.4K ﹤0.01%
605
1204
$16.3K ﹤0.01%
851
+12
1205
$16.2K ﹤0.01%
409
1206
$16.2K ﹤0.01%
1,536
-664
1207
$16.2K ﹤0.01%
873
+22
1208
$16.2K ﹤0.01%
+512
1209
$16.1K ﹤0.01%
951
-203
1210
$16.1K ﹤0.01%
148
+25
1211
$16K ﹤0.01%
443
+40
1212
$16K ﹤0.01%
548
+77
1213
$15.9K ﹤0.01%
337
+4
1214
$15.8K ﹤0.01%
231
-18
1215
$15.8K ﹤0.01%
681
1216
$15.8K ﹤0.01%
468
-280
1217
$15.8K ﹤0.01%
341
-3
1218
$15.7K ﹤0.01%
261
+24
1219
$15.7K ﹤0.01%
325
1220
$15.7K ﹤0.01%
259
1221
$15.7K ﹤0.01%
400
1222
$15.7K ﹤0.01%
3,316
1223
$15.5K ﹤0.01%
150
1224
$15.5K ﹤0.01%
152
1225
$15.4K ﹤0.01%
1,527
47 48
49
50 51