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
1251
$14.5K ﹤0.01%
86
1252
$14.5K ﹤0.01%
138
1253
$14.5K ﹤0.01%
253
-87
1254
$14.4K ﹤0.01%
568
+44
1255
$14.4K ﹤0.01%
588
+62
1256
$14.3K ﹤0.01%
162
-5
1257
$14.3K ﹤0.01%
2,476
+76
1258
$14.2K ﹤0.01%
131
1259
$14.2K ﹤0.01%
836
-1,252
1260
$14K ﹤0.01%
252
+54
1261
$14K ﹤0.01%
88
+72
1262
$14K ﹤0.01%
54
1263
$13.9K ﹤0.01%
186
-41
1264
$13.9K ﹤0.01%
267
+1
1265
$13.8K ﹤0.01%
957
-9
1266
$13.8K ﹤0.01%
438
+16
1267
$13.8K ﹤0.01%
70
+6
1268
$13.8K ﹤0.01%
494
+151
1269
$13.8K ﹤0.01%
906
+5
1270
$13.7K ﹤0.01%
85
+6
1271
$13.7K ﹤0.01%
178
-45
1272
$13.7K ﹤0.01%
356
1273
$13.6K ﹤0.01%
821
+378
1274
$13.6K ﹤0.01%
202
1275
$13.6K ﹤0.01%
452
+426
49 50
51
52 53