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
1576
$6.68K ﹤0.01%
112
-1
1577
$6.65K ﹤0.01%
63
1578
$6.65K ﹤0.01%
61
-59
1579
$6.59K ﹤0.01%
84
1580
$6.58K ﹤0.01%
3,090
-2,553
1581
$6.57K ﹤0.01%
1,030
1582
$6.56K ﹤0.01%
+207
1583
$6.55K ﹤0.01%
293
1584
$6.54K ﹤0.01%
96
-29
1585
$6.53K ﹤0.01%
172
1586
$6.53K ﹤0.01%
171
+63
1587
$6.52K ﹤0.01%
211
1588
$6.46K ﹤0.01%
1,399
1589
$6.46K ﹤0.01%
240
1590
$6.44K ﹤0.01%
214
1591
$6.44K ﹤0.01%
1,110
+486
1592
$6.43K ﹤0.01%
110
+98
1593
$6.42K ﹤0.01%
180
-500
1594
$6.39K ﹤0.01%
244
1595
$6.39K ﹤0.01%
104
+28
1596
$6.36K ﹤0.01%
410
+110
1597
$6.35K ﹤0.01%
259
1598
$6.35K ﹤0.01%
359
+8
1599
$6.34K ﹤0.01%
339
1600
$6.33K ﹤0.01%
642
62 63
64
65 66