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
1226
$15.4K ﹤0.01%
340
1227
$15.4K ﹤0.01%
326
-218
1228
$15.4K ﹤0.01%
374
1229
$15.3K ﹤0.01%
1,193
-159
1230
$15.3K ﹤0.01%
611
+395
1231
$15.3K ﹤0.01%
240
-90
1232
$15.3K ﹤0.01%
205
-75
1233
$15.2K ﹤0.01%
140
1234
$15.2K ﹤0.01%
96
1235
$15.1K ﹤0.01%
150
1236
$15.1K ﹤0.01%
461
+42
1237
$15.1K ﹤0.01%
61
-1
1238
$15.1K ﹤0.01%
372
+44
1239
$15.1K ﹤0.01%
318
1240
$15.1K ﹤0.01%
239
-11
1241
$15K ﹤0.01%
345
-86
1242
$15K ﹤0.01%
148
+1
1243
$15K ﹤0.01%
805
-95
1244
$14.9K ﹤0.01%
219
-31
1245
$14.9K ﹤0.01%
162
+12
1246
$14.8K ﹤0.01%
668
+57
1247
$14.7K ﹤0.01%
110
+11
1248
$14.7K ﹤0.01%
2,940
1249
$14.6K ﹤0.01%
769
1250
$14.5K ﹤0.01%
516
-98
48 49
50
51 52