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
1376
$11.1K ﹤0.01%
129
-5
1377
$11.1K ﹤0.01%
144
1378
$11.1K ﹤0.01%
465
1379
$11.1K ﹤0.01%
198
+126
1380
$11K ﹤0.01%
461
-96
1381
$11K ﹤0.01%
159
-47
1382
$11K ﹤0.01%
121
-83
1383
$11K ﹤0.01%
1,145
+369
1384
$11K ﹤0.01%
66
1385
$10.9K ﹤0.01%
+806
1386
$10.9K ﹤0.01%
716
-76
1387
$10.9K ﹤0.01%
591
+52
1388
$10.9K ﹤0.01%
74
1389
$10.9K ﹤0.01%
4,240
+108
1390
$10.9K ﹤0.01%
2,403
+825
1391
$10.9K ﹤0.01%
202
1392
$10.8K ﹤0.01%
41
-107
1393
$10.8K ﹤0.01%
390
+37
1394
$10.8K ﹤0.01%
137
+27
1395
$10.7K ﹤0.01%
316
1396
$10.7K ﹤0.01%
505
+413
1397
$10.7K ﹤0.01%
383
-208
1398
$10.7K ﹤0.01%
100
+15
1399
$10.6K ﹤0.01%
538
-503
1400
$10.6K ﹤0.01%
765
54 55
56
57 58