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
1401
$10.6K ﹤0.01%
124
-147
1402
$10.5K ﹤0.01%
2,154
+100
1403
$10.5K ﹤0.01%
122
+76
1404
$10.5K ﹤0.01%
703
1405
$10.4K ﹤0.01%
653
1406
$10.4K ﹤0.01%
978
1407
$10.4K ﹤0.01%
46
+14
1408
$10.4K ﹤0.01%
1,139
1409
$10.4K ﹤0.01%
109
-22
1410
$10.3K ﹤0.01%
386
-2,670
1411
$10.3K ﹤0.01%
419
-23
1412
$10.3K ﹤0.01%
688
1413
$10.2K ﹤0.01%
85
+32
1414
$10.2K ﹤0.01%
1,090
-308
1415
$10.2K ﹤0.01%
84
1416
$10.2K ﹤0.01%
299
1417
$10.2K ﹤0.01%
475
1418
$10.1K ﹤0.01%
263
-4
1419
$10.1K ﹤0.01%
500
1420
$10.1K ﹤0.01%
283
+43
1421
$10K ﹤0.01%
28
-12
1422
$10K ﹤0.01%
1,318
+366
1423
$9.97K ﹤0.01%
340
1424
$9.84K ﹤0.01%
221
-305
1425
$9.81K ﹤0.01%
189
55 56
57
58 59