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
1351
$11.9K ﹤0.01%
879
-225
1352
$11.9K ﹤0.01%
327
-29
1353
$11.9K ﹤0.01%
523
1354
$11.9K ﹤0.01%
1,075
-83
1355
$11.9K ﹤0.01%
312
+73
1356
$11.8K ﹤0.01%
91
+28
1357
$11.7K ﹤0.01%
1,435
+25
1358
$11.7K ﹤0.01%
403
+92
1359
$11.7K ﹤0.01%
425
+3
1360
$11.6K ﹤0.01%
234
+20
1361
$11.6K ﹤0.01%
247
-18
1362
$11.6K ﹤0.01%
274
1363
$11.5K ﹤0.01%
585
1364
$11.5K ﹤0.01%
531
1365
$11.5K ﹤0.01%
414
-336
1366
$11.5K ﹤0.01%
129
+8
1367
$11.4K ﹤0.01%
1,367
+117
1368
$11.4K ﹤0.01%
667
+147
1369
$11.3K ﹤0.01%
232
-517
1370
$11.2K ﹤0.01%
193
-424
1371
$11.2K ﹤0.01%
108
1372
$11.2K ﹤0.01%
680
-54
1373
$11.2K ﹤0.01%
346
-521
1374
$11.2K ﹤0.01%
160
1375
$11.2K ﹤0.01%
1,466
+353
53 54
55
56 57