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
1526
$7.59K ﹤0.01%
509
-89
1527
$7.58K ﹤0.01%
+240
1528
$7.5K ﹤0.01%
249
-646
1529
$7.49K ﹤0.01%
683
1530
$7.46K ﹤0.01%
574
-103
1531
$7.39K ﹤0.01%
234
+16
1532
$7.34K ﹤0.01%
400
-473
1533
$7.33K ﹤0.01%
110
+22
1534
$7.32K ﹤0.01%
137
-62
1535
$7.28K ﹤0.01%
82
1536
$7.25K ﹤0.01%
1,175
+590
1537
$7.24K ﹤0.01%
85
1538
$7.24K ﹤0.01%
200
1539
$7.23K ﹤0.01%
68
-7
1540
$7.22K ﹤0.01%
237
1541
$7.15K ﹤0.01%
590
+91
1542
$7.14K ﹤0.01%
195
+54
1543
$7.14K ﹤0.01%
56
1544
$7.12K ﹤0.01%
39
+9
1545
$7.1K ﹤0.01%
978
1546
$7.07K ﹤0.01%
111
+102
1547
$7.07K ﹤0.01%
248
+166
1548
$7.06K ﹤0.01%
262
1549
$7.05K ﹤0.01%
439
-41
1550
$7.05K ﹤0.01%
+414
60 61
62
63 64