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
1626
$6.09K ﹤0.01%
+2,198
1627
$6.07K ﹤0.01%
426
1628
$6.05K ﹤0.01%
956
1629
$6.01K ﹤0.01%
94
-47
1630
$6.01K ﹤0.01%
250
1631
$6K ﹤0.01%
393
+342
1632
$6K ﹤0.01%
193
1633
$5.99K ﹤0.01%
383
+174
1634
$5.97K ﹤0.01%
331
1635
$5.97K ﹤0.01%
119
+9
1636
$5.97K ﹤0.01%
107
+15
1637
$5.95K ﹤0.01%
741
1638
$5.95K ﹤0.01%
290
1639
$5.93K ﹤0.01%
58
-20
1640
$5.93K ﹤0.01%
29
+4
1641
$5.93K ﹤0.01%
100
1642
$5.92K ﹤0.01%
390
-45
1643
$5.9K ﹤0.01%
364
1644
$5.89K ﹤0.01%
304
1645
$5.89K ﹤0.01%
100
-5
1646
$5.88K ﹤0.01%
88
1647
$5.84K ﹤0.01%
311
1648
$5.83K ﹤0.01%
+270
1649
$5.82K ﹤0.01%
526
1650
$5.82K ﹤0.01%
32
64 65
66
67 68