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
1751
$4.39K ﹤0.01%
108
+54
1752
$4.37K ﹤0.01%
+610
1753
$4.37K ﹤0.01%
30
1754
$4.36K ﹤0.01%
293
1755
$4.36K ﹤0.01%
100
1756
$4.36K ﹤0.01%
326
1757
$4.35K ﹤0.01%
35
1758
$4.34K ﹤0.01%
429
1759
$4.31K ﹤0.01%
2,083
1760
$4.31K ﹤0.01%
133
+16
1761
$4.31K ﹤0.01%
155
-43
1762
$4.26K ﹤0.01%
81
-28
1763
$4.26K ﹤0.01%
97
1764
$4.24K ﹤0.01%
258
1765
$4.24K ﹤0.01%
443
-97
1766
$4.22K ﹤0.01%
667
+131
1767
$4.21K ﹤0.01%
931
1768
$4.21K ﹤0.01%
150
-600
1769
$4.18K ﹤0.01%
74
-17
1770
$4.18K ﹤0.01%
42
-44
1771
$4.17K ﹤0.01%
868
1772
$4.16K ﹤0.01%
67
1773
$4.15K ﹤0.01%
47
1774
$4.14K ﹤0.01%
144
1775
$4.13K ﹤0.01%
43
-9
69 70
71
72 73