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
1501
$8.19K ﹤0.01%
56
-29
1502
$8.09K ﹤0.01%
1,658
-1,319
1503
$8.07K ﹤0.01%
280
1504
$8.07K ﹤0.01%
786
-57
1505
$8.04K ﹤0.01%
218
1506
$8.04K ﹤0.01%
170
+75
1507
$8.01K ﹤0.01%
533
1508
$8K ﹤0.01%
234
-38
1509
$7.99K ﹤0.01%
33
-2
1510
$7.99K ﹤0.01%
1,252
1511
$7.94K ﹤0.01%
500
1512
$7.91K ﹤0.01%
72
-10
1513
$7.91K ﹤0.01%
1,734
+1,270
1514
$7.86K ﹤0.01%
226
1515
$7.82K ﹤0.01%
770
+72
1516
$7.81K ﹤0.01%
298
1517
$7.8K ﹤0.01%
228
-45
1518
$7.78K ﹤0.01%
497
+171
1519
$7.77K ﹤0.01%
+242
1520
$7.72K ﹤0.01%
90
+11
1521
$7.69K ﹤0.01%
300
1522
$7.67K ﹤0.01%
194
1523
$7.66K ﹤0.01%
307
-41
1524
$7.63K ﹤0.01%
355
-3,160
1525
$7.59K ﹤0.01%
192
+33
59 60
61
62 63