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
1301
$13.2K ﹤0.01%
585
1302
$13.2K ﹤0.01%
256
-10
1303
$13.2K ﹤0.01%
698
1304
$13.2K ﹤0.01%
290
1305
$13.1K ﹤0.01%
+685
1306
$13.1K ﹤0.01%
758
-28
1307
$13.1K ﹤0.01%
247
+10
1308
$13.1K ﹤0.01%
137
-1
1309
$13K ﹤0.01%
649
1310
$13K ﹤0.01%
86
1311
$13K ﹤0.01%
879
1312
$13K ﹤0.01%
1,691
+64
1313
$13K ﹤0.01%
286
+40
1314
$13K ﹤0.01%
204
+55
1315
$13K ﹤0.01%
534
-49
1316
$12.9K ﹤0.01%
1,905
+1,044
1317
$12.9K ﹤0.01%
550
+300
1318
$12.9K ﹤0.01%
253
1319
$12.9K ﹤0.01%
787
1320
$12.9K ﹤0.01%
163
+14
1321
$12.8K ﹤0.01%
191
1322
$12.8K ﹤0.01%
941
-386
1323
$12.8K ﹤0.01%
924
+22
1324
$12.7K ﹤0.01%
762
-209
1325
$12.7K ﹤0.01%
121
51 52
53
54 55