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
1801
$3.92K ﹤0.01%
159
-1
1802
$3.9K ﹤0.01%
113
1803
$3.89K ﹤0.01%
336
1804
$3.86K ﹤0.01%
152
1805
$3.83K ﹤0.01%
359
-123
1806
$3.82K ﹤0.01%
187
+115
1807
$3.8K ﹤0.01%
774
+339
1808
$3.79K ﹤0.01%
78
-10
1809
$3.78K ﹤0.01%
67
-179
1810
$3.77K ﹤0.01%
52
1811
$3.76K ﹤0.01%
25,800
1812
$3.76K ﹤0.01%
87
1813
$3.75K ﹤0.01%
78
-4
1814
$3.71K ﹤0.01%
65
+9
1815
$3.71K ﹤0.01%
+125
1816
$3.69K ﹤0.01%
263
1817
$3.69K ﹤0.01%
186
-51
1818
$3.66K ﹤0.01%
648
1819
$3.66K ﹤0.01%
79
1820
$3.64K ﹤0.01%
+74
1821
$3.63K ﹤0.01%
2,500
1822
$3.61K ﹤0.01%
114
-30
1823
$3.61K ﹤0.01%
241
1824
$3.6K ﹤0.01%
100
1825
$3.58K ﹤0.01%
650
-48
71 72
73
74 75