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
1326
$12.7K ﹤0.01%
873
-2,020
1327
$12.7K ﹤0.01%
250
+29
1328
$12.7K ﹤0.01%
369
+359
1329
$12.6K ﹤0.01%
1,170
-109
1330
$12.6K ﹤0.01%
465
+55
1331
$12.5K ﹤0.01%
150
1332
$12.5K ﹤0.01%
456
1333
$12.5K ﹤0.01%
1,050
1334
$12.4K ﹤0.01%
1,243
-116
1335
$12.4K ﹤0.01%
364
-148
1336
$12.3K ﹤0.01%
205
+68
1337
$12.3K ﹤0.01%
579
-12
1338
$12.2K ﹤0.01%
+317
1339
$12.2K ﹤0.01%
308
-100
1340
$12.2K ﹤0.01%
235
-20
1341
$12.2K ﹤0.01%
249
+11
1342
$12.2K ﹤0.01%
135
-6
1343
$12.1K ﹤0.01%
583
-145
1344
$12.1K ﹤0.01%
1,842
1345
$12.1K ﹤0.01%
507
1346
$12.1K ﹤0.01%
1,800
1347
$12.1K ﹤0.01%
561
+261
1348
$12K ﹤0.01%
523
-791
1349
$12K ﹤0.01%
265
-50
1350
$12K ﹤0.01%
925
52 53
54
55 56