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
1426
$9.8K ﹤0.01%
2,500
1427
$9.76K ﹤0.01%
694
-4,185
1428
$9.75K ﹤0.01%
93
-4
1429
$9.75K ﹤0.01%
126
1430
$9.66K ﹤0.01%
274
+10
1431
$9.64K ﹤0.01%
209
1432
$9.64K ﹤0.01%
57
+21
1433
$9.63K ﹤0.01%
192
1434
$9.63K ﹤0.01%
447
+71
1435
$9.6K ﹤0.01%
75
1436
$9.6K ﹤0.01%
2,000
1437
$9.57K ﹤0.01%
207
-11
1438
$9.54K ﹤0.01%
340
1439
$9.53K ﹤0.01%
1,710
1440
$9.49K ﹤0.01%
137
+7
1441
$9.47K ﹤0.01%
651
-89
1442
$9.46K ﹤0.01%
383
-451
1443
$9.45K ﹤0.01%
156
1444
$9.41K ﹤0.01%
+188
1445
$9.29K ﹤0.01%
+102
1446
$9.23K ﹤0.01%
60
-27
1447
$9.22K ﹤0.01%
+370
1448
$9.21K ﹤0.01%
162
1449
$9.2K ﹤0.01%
224
-345
1450
$9.17K ﹤0.01%
658
-63
56 57
58
59 60