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
1726
$4.75K ﹤0.01%
181
+116
1727
$4.72K ﹤0.01%
1,334
+42
1728
$4.7K ﹤0.01%
+194
1729
$4.67K ﹤0.01%
62
1730
$4.64K ﹤0.01%
102
-19
1731
$4.64K ﹤0.01%
66
+40
1732
$4.62K ﹤0.01%
176
1733
$4.62K ﹤0.01%
375
1734
$4.61K ﹤0.01%
165
-57
1735
$4.59K ﹤0.01%
+314
1736
$4.57K ﹤0.01%
64
1737
$4.52K ﹤0.01%
805
-348
1738
$4.5K ﹤0.01%
608
-1,036
1739
$4.49K ﹤0.01%
1,485
1740
$4.48K ﹤0.01%
135
1741
$4.47K ﹤0.01%
697
+447
1742
$4.47K ﹤0.01%
206
1743
$4.47K ﹤0.01%
200
1744
$4.46K ﹤0.01%
216
+172
1745
$4.43K ﹤0.01%
83
1746
$4.43K ﹤0.01%
158
+101
1747
$4.42K ﹤0.01%
182
1748
$4.41K ﹤0.01%
144
1749
$4.4K ﹤0.01%
+180
1750
$4.4K ﹤0.01%
245
+28
68 69
70
71 72