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
1551
$7.04K ﹤0.01%
479
1552
$7.04K ﹤0.01%
+87
1553
$7.03K ﹤0.01%
560
+191
1554
$7.02K ﹤0.01%
476
-10
1555
$7.01K ﹤0.01%
1,089
1556
$7.01K ﹤0.01%
81
1557
$6.96K ﹤0.01%
156
+82
1558
$6.96K ﹤0.01%
39
1559
$6.94K ﹤0.01%
229
-54
1560
$6.94K ﹤0.01%
120
+24
1561
$6.92K ﹤0.01%
+587
1562
$6.91K ﹤0.01%
187
-77
1563
$6.9K ﹤0.01%
345
1564
$6.88K ﹤0.01%
144
1565
$6.87K ﹤0.01%
1,077
+45
1566
$6.86K ﹤0.01%
376
+130
1567
$6.86K ﹤0.01%
+500
1568
$6.84K ﹤0.01%
324
1569
$6.83K ﹤0.01%
148
1570
$6.81K ﹤0.01%
152
+61
1571
$6.81K ﹤0.01%
3,491
+1,156
1572
$6.72K ﹤0.01%
225
1573
$6.71K ﹤0.01%
245
1574
$6.7K ﹤0.01%
48
+23
1575
$6.68K ﹤0.01%
146
61 62
63
64 65