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
126
$1.53M 0.16%
9,824
-1,131
127
$1.52M 0.16%
28,941
+4,095
128
$1.48M 0.16%
12,626
-95
129
$1.48M 0.16%
22,051
+507
130
$1.46M 0.16%
2,901
+276
131
$1.44M 0.15%
31,531
+480
132
$1.41M 0.15%
62,762
-1,151
133
$1.35M 0.14%
7,964
-11
134
$1.33M 0.14%
8,909
-655
135
$1.29M 0.14%
25,815
+3,905
136
$1.25M 0.13%
21,757
-144
137
$1.24M 0.13%
11,745
+973
138
$1.24M 0.13%
27,947
-823
139
$1.24M 0.13%
4,029
+37
140
$1.22M 0.13%
17,428
-1,230
141
$1.21M 0.13%
39,208
+15,424
142
$1.2M 0.13%
7,918
-727
143
$1.19M 0.13%
6,100
-146
144
$1.15M 0.12%
5,680
-333
145
$1.15M 0.12%
4,448
+19
146
$1.14M 0.12%
4,284
+940
147
$1.13M 0.12%
12,373
+910
148
$1.12M 0.12%
42,489
+21,268
149
$1.1M 0.12%
50,191
-22,081
150
$1.09M 0.12%
19,465
-10,394
4 5
6
7 8