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
1451
$9.15K ﹤0.01%
+229
1452
$9.15K ﹤0.01%
691
1453
$9.14K ﹤0.01%
502
1454
$9.13K ﹤0.01%
274
+241
1455
$9.13K ﹤0.01%
285
1456
$9.13K ﹤0.01%
138
1457
$9.11K ﹤0.01%
188
-73
1458
$9.05K ﹤0.01%
538
+134
1459
$9.02K ﹤0.01%
462
1460
$9K ﹤0.01%
67
+8
1461
$9K ﹤0.01%
100
1462
$8.98K ﹤0.01%
222
+22
1463
$8.98K ﹤0.01%
2,267
+217
1464
$8.91K ﹤0.01%
428
-115
1465
$8.86K ﹤0.01%
90
-11
1466
$8.86K ﹤0.01%
163
+48
1467
$8.85K ﹤0.01%
112
1468
$8.83K ﹤0.01%
113
-23
1469
$8.8K ﹤0.01%
750
1470
$8.8K ﹤0.01%
271
-684
1471
$8.79K ﹤0.01%
81
+43
1472
$8.74K ﹤0.01%
1,122
+804
1473
$8.74K ﹤0.01%
96
-17
1474
$8.74K ﹤0.01%
+414
1475
$8.71K ﹤0.01%
1,025
+950
57 58
59
60 61