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
1601
$6.31K ﹤0.01%
741
-561
1602
$6.3K ﹤0.01%
255
-20
1603
$6.3K ﹤0.01%
35
1604
$6.27K ﹤0.01%
53
+14
1605
$6.27K ﹤0.01%
42
+7
1606
$6.26K ﹤0.01%
791
1607
$6.25K ﹤0.01%
273
1608
$6.25K ﹤0.01%
23
-5
1609
$6.24K ﹤0.01%
142
-24
1610
$6.24K ﹤0.01%
+229
1611
$6.24K ﹤0.01%
507
-238
1612
$6.22K ﹤0.01%
+117
1613
$6.21K ﹤0.01%
15
1614
$6.21K ﹤0.01%
62
+48
1615
$6.2K ﹤0.01%
39
+32
1616
$6.2K ﹤0.01%
250
-1,610
1617
$6.19K ﹤0.01%
68
+11
1618
$6.18K ﹤0.01%
775
1619
$6.18K ﹤0.01%
+187
1620
$6.17K ﹤0.01%
683
+178
1621
$6.17K ﹤0.01%
641
+124
1622
$6.16K ﹤0.01%
284
1623
$6.16K ﹤0.01%
29
-2
1624
$6.1K ﹤0.01%
55
+18
1625
$6.1K ﹤0.01%
158
-275
63 64
65
66 67