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
1776
$4.12K ﹤0.01%
147
+52
1777
$4.12K ﹤0.01%
87
-3,470
1778
$4.1K ﹤0.01%
49
1779
$4.1K ﹤0.01%
270
-13
1780
$4.09K ﹤0.01%
82
1781
$4.08K ﹤0.01%
47
+10
1782
$4.08K ﹤0.01%
+139
1783
$4.08K ﹤0.01%
120
-51
1784
$4.07K ﹤0.01%
95
1785
$4.07K ﹤0.01%
709
1786
$4.07K ﹤0.01%
45
1787
$4.06K ﹤0.01%
74
1788
$4.04K ﹤0.01%
34
1789
$4.04K ﹤0.01%
38
+7
1790
$4.02K ﹤0.01%
85
-405
1791
$4.01K ﹤0.01%
28
+26
1792
$4.01K ﹤0.01%
+650
1793
$4.01K ﹤0.01%
103
-20
1794
$4K ﹤0.01%
99
1795
$3.96K ﹤0.01%
250
1796
$3.95K ﹤0.01%
47
+15
1797
$3.94K ﹤0.01%
234
1798
$3.94K ﹤0.01%
133
+33
1799
$3.93K ﹤0.01%
24
1800
$3.93K ﹤0.01%
186
+46
70 71
72
73 74