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
1826
$3.56K ﹤0.01%
222
-645
1827
$3.55K ﹤0.01%
100
1828
$3.54K ﹤0.01%
51
+10
1829
$3.54K ﹤0.01%
218
+97
1830
$3.53K ﹤0.01%
198
+98
1831
$3.52K ﹤0.01%
686
+223
1832
$3.51K ﹤0.01%
2,474
+1,288
1833
$3.51K ﹤0.01%
23
+9
1834
$3.51K ﹤0.01%
100
1835
$3.49K ﹤0.01%
1,085
1836
$3.48K ﹤0.01%
334
-126
1837
$3.47K ﹤0.01%
133
-175
1838
$3.46K ﹤0.01%
106
+18
1839
$3.45K ﹤0.01%
13
-4
1840
$3.45K ﹤0.01%
590
1841
$3.42K ﹤0.01%
10
+2
1842
$3.41K ﹤0.01%
50
1843
$3.4K ﹤0.01%
86
+19
1844
$3.39K ﹤0.01%
+96
1845
$3.39K ﹤0.01%
57
1846
$3.38K ﹤0.01%
49
-33
1847
$3.38K ﹤0.01%
600
1848
$3.38K ﹤0.01%
28
1849
$3.37K ﹤0.01%
270
1850
$3.36K ﹤0.01%
+68
72 73
74
75 76