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
101
$2.07M 0.22%
21,369
-241
102
$2M 0.21%
39,865
-471
103
$1.98M 0.21%
21,804
+50
104
$1.97M 0.21%
3,870
+280
105
$1.97M 0.21%
6,075
-2,083
106
$1.94M 0.21%
63,941
+793
107
$1.92M 0.2%
82,355
+17,777
108
$1.92M 0.2%
4,842
+223
109
$1.89M 0.2%
17,968
+3,274
110
$1.88M 0.2%
61,469
+40,901
111
$1.87M 0.2%
68,294
+24,110
112
$1.81M 0.19%
196,730
-29,812
113
$1.79M 0.19%
42,873
+19,406
114
$1.76M 0.19%
10,515
+58
115
$1.75M 0.19%
16,990
-3,131
116
$1.69M 0.18%
19,055
-64
117
$1.69M 0.18%
32,419
+24
118
$1.68M 0.18%
3,132
-64
119
$1.66M 0.18%
35,824
+6,479
120
$1.66M 0.18%
6,287
-145
121
$1.59M 0.17%
3
122
$1.59M 0.17%
4,441
+535
123
$1.58M 0.17%
3,456
+405
124
$1.57M 0.17%
28,143
+1,144
125
$1.55M 0.16%
40,990
+4,920
3 4
5
6 7