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
151
$1.08M 0.11%
24,783
+6,219
152
$1.07M 0.11%
19,504
-17
153
$1.05M 0.11%
7,204
-205
154
$1.04M 0.11%
10,830
+563
155
$1.01M 0.11%
10,713
-6,642
156
$998K 0.11%
18,642
-408
157
$969K 0.1%
15,658
-269
158
$965K 0.1%
6,379
-44
159
$952K 0.1%
7,511
-669
160
$945K 0.1%
850
161
$937K 0.1%
7,381
-557
162
$911K 0.1%
14,080
+329
163
$905K 0.1%
18,826
+3,391
164
$897K 0.1%
10,980
-385
165
$895K 0.09%
6,791
-1,388
166
$878K 0.09%
39,926
-12,245
167
$875K 0.09%
8,104
-1,229
168
$862K 0.09%
10,636
-905
169
$831K 0.09%
39,256
+469
170
$827K 0.09%
7,213
+5
171
$827K 0.09%
15,662
+551
172
$824K 0.09%
11,555
+8,512
173
$795K 0.08%
4,148
-21
174
$795K 0.08%
16,527
-2,346
175
$780K 0.08%
4,098
-77
5 6
7
8 9