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
1651
$5.81K ﹤0.01%
129
+16
1652
$5.8K ﹤0.01%
188
1653
$5.79K ﹤0.01%
56
1654
$5.75K ﹤0.01%
89
-79
1655
$5.74K ﹤0.01%
79
1656
$5.71K ﹤0.01%
49
1657
$5.71K ﹤0.01%
571
+208
1658
$5.71K ﹤0.01%
114
1659
$5.69K ﹤0.01%
340
-52
1660
$5.68K ﹤0.01%
458
1661
$5.63K ﹤0.01%
505
-140
1662
$5.63K ﹤0.01%
500
1663
$5.61K ﹤0.01%
+113
1664
$5.61K ﹤0.01%
136
+31
1665
$5.6K ﹤0.01%
+329
1666
$5.59K ﹤0.01%
165
-750
1667
$5.58K ﹤0.01%
5
1668
$5.55K ﹤0.01%
+68
1669
$5.54K ﹤0.01%
193
+3
1670
$5.52K ﹤0.01%
603
+277
1671
$5.51K ﹤0.01%
73
1672
$5.42K ﹤0.01%
460
+266
1673
$5.42K ﹤0.01%
111
+2
1674
$5.38K ﹤0.01%
118
-27
1675
$5.38K ﹤0.01%
180
+3
65 66
67
68 69