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
1476
$8.71K ﹤0.01%
406
+24
1477
$8.7K ﹤0.01%
1,484
+173
1478
$8.69K ﹤0.01%
715
-135
1479
$8.65K ﹤0.01%
603
+48
1480
$8.65K ﹤0.01%
+486
1481
$8.63K ﹤0.01%
116
-15
1482
$8.62K ﹤0.01%
325
1483
$8.57K ﹤0.01%
270
+6
1484
$8.51K ﹤0.01%
837
-241
1485
$8.51K ﹤0.01%
444
1486
$8.49K ﹤0.01%
40
-861
1487
$8.46K ﹤0.01%
713
1488
$8.45K ﹤0.01%
142
1489
$8.37K ﹤0.01%
128
+123
1490
$8.36K ﹤0.01%
249
1491
$8.33K ﹤0.01%
611
-239
1492
$8.3K ﹤0.01%
1,000
1493
$8.26K ﹤0.01%
115
+28
1494
$8.25K ﹤0.01%
80
-90
1495
$8.24K ﹤0.01%
84
-12
1496
$8.24K ﹤0.01%
337
1497
$8.24K ﹤0.01%
204
-806
1498
$8.23K ﹤0.01%
207
1499
$8.21K ﹤0.01%
103
+4
1500
$8.2K ﹤0.01%
83
58 59
60
61 62