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
1701
$5.14K ﹤0.01%
517
+169
1702
$5.14K ﹤0.01%
750
1703
$5.12K ﹤0.01%
162
+96
1704
$5.11K ﹤0.01%
1,676
-4,495
1705
$5.11K ﹤0.01%
201
+34
1706
$5.1K ﹤0.01%
172
+152
1707
$5.09K ﹤0.01%
184
1708
$5.07K ﹤0.01%
50
1709
$5.06K ﹤0.01%
167
1710
$5.06K ﹤0.01%
101
1711
$5.01K ﹤0.01%
211
1712
$5.01K ﹤0.01%
170
1713
$4.96K ﹤0.01%
74
+6
1714
$4.93K ﹤0.01%
207
1715
$4.92K ﹤0.01%
233
-584
1716
$4.9K ﹤0.01%
51
-28
1717
$4.88K ﹤0.01%
208
1718
$4.87K ﹤0.01%
314
1719
$4.86K ﹤0.01%
147
+114
1720
$4.81K ﹤0.01%
98
+52
1721
$4.8K ﹤0.01%
950
1722
$4.78K ﹤0.01%
180
-251
1723
$4.76K ﹤0.01%
87
-87
1724
$4.76K ﹤0.01%
1,120
+597
1725
$4.75K ﹤0.01%
434
67 68
69
70 71