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
1676
$5.35K ﹤0.01%
92
+2
1677
$5.35K ﹤0.01%
118
1678
$5.34K ﹤0.01%
865
-67
1679
$5.32K ﹤0.01%
67
-5
1680
$5.32K ﹤0.01%
54
-1,139
1681
$5.31K ﹤0.01%
30
-73
1682
$5.3K ﹤0.01%
97
1683
$5.3K ﹤0.01%
50
-28
1684
$5.29K ﹤0.01%
125
-22
1685
$5.29K ﹤0.01%
29
1686
$5.26K ﹤0.01%
91
-246
1687
$5.25K ﹤0.01%
400
1688
$5.25K ﹤0.01%
48
-2
1689
$5.24K ﹤0.01%
206
-73
1690
$5.22K ﹤0.01%
32
1691
$5.22K ﹤0.01%
275
1692
$5.22K ﹤0.01%
32
-57
1693
$5.22K ﹤0.01%
75
1694
$5.21K ﹤0.01%
54
-24
1695
$5.21K ﹤0.01%
163
1696
$5.21K ﹤0.01%
355
1697
$5.2K ﹤0.01%
+166
1698
$5.17K ﹤0.01%
89
1699
$5.16K ﹤0.01%
36
-3
1700
$5.16K ﹤0.01%
243
66 67
68
69 70