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
1276
$13.6K ﹤0.01%
180
-6
1277
$13.6K ﹤0.01%
121
+37
1278
$13.6K ﹤0.01%
566
-140
1279
$13.6K ﹤0.01%
384
-3,694
1280
$13.6K ﹤0.01%
339
1281
$13.6K ﹤0.01%
1,500
1282
$13.6K ﹤0.01%
1,300
1283
$13.5K ﹤0.01%
738
+445
1284
$13.5K ﹤0.01%
1,049
1285
$13.5K ﹤0.01%
321
1286
$13.5K ﹤0.01%
9
1287
$13.4K ﹤0.01%
1,273
-68
1288
$13.4K ﹤0.01%
175
-12
1289
$13.4K ﹤0.01%
992
-248
1290
$13.3K ﹤0.01%
361
-203
1291
$13.3K ﹤0.01%
267
-752
1292
$13.3K ﹤0.01%
685
+112
1293
$13.3K ﹤0.01%
143
-41
1294
$13.3K ﹤0.01%
1,566
-193
1295
$13.3K ﹤0.01%
547
-23
1296
$13.3K ﹤0.01%
381
+26
1297
$13.3K ﹤0.01%
160
1298
$13.3K ﹤0.01%
191
-53
1299
$13.2K ﹤0.01%
66
+9
1300
$13.2K ﹤0.01%
641
+152
50 51
52
53 54